UTI Nifty Next 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1903 Cr | ₹4581 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Oct 2020 | 28 Jun 2018 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | Nifty Next 50 TRI |
Turn Over | 72% | 49% |
Expense Ratio | 0.94 | 0.8 |
Manager | Himanshu Mange | Deepesh Agarwal |
ISIN Code | INF204KB12W7 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 8.88% | 10.51% |
6 Month | -18.83% | -18.31% |
1 Year | 0.56% | 1.28% |
3 Year | 15.47% | 14.62% |
5 Year | - | 24.87% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -11.91% | -6.78% |
1 Year | -21.84% | -17.45% |
3 Year | 16.26% | 16.99% |
5 Year | - | 17.35% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 30.19% | 10.44% |
3 Year | 25.72% | 17.14% |
5 Year | - | 17.42% |
Risk Management
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.312% | 19.657% |
Sharp | 0.571% | 0.378% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Himanshu Mange | Deepesh Agarwal |
Total AUM | ₹0 Cr | ₹35015 Cr |
Funds Managed | 10 | 9 |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.39 | -0.16 |
Small Cap | 91.6 | - |
Mid Cap | 8.09 | 11.75 |
Large Cap | - | 88.41 |
Sector Allocation
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.63 | -0.16 |
Utilities | 1.97 | 12.12 |
Consumer Defensive | 3.99 | 10.46 |
Consumer Cyclical | 9.67 | 12.93 |
Technology | 8 | 2.11 |
Communication Services | 2.93 | 2.68 |
Industrials | 22.75 | 14.31 |
Basic Materials | 13.96 | 10.19 |
Financial Services | 19.5 | 23.92 |
Healthcare | 13.05 | 5.83 |
Energy | 1.29 | 2.08 |
Real Estate | 2.33 | 3.53 |
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