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Compare Mutual Funds
Comparing UTI Nifty Next 50 Index Fund vs Nippon India Nifty Next 50 Junior BeES FoFComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - large cap index, equity
- large cap index, equity
- Fund Age
- 7 yrs
- 6 yrs 4 m
- Fund Size
- ₹5,288 Crs
- ₹550 Crs
- 3 months
- 9.94%
- 9.9%
- 6 months
- -5.69%
- -5.78%
- 1 year
- -7.0%
- -6.82%
- 3 year
- 24.09%
- 24.06%
- 5 year
- 22.28%
- 22.33%
- Standard Deviation
- 19.54
- 19.33
- Sharpe
- 0.72
- 0.72
- Beta
- 1.3
- 1.28
- Sortino
- 1.07
- 1.07
- Alpha
- 0.61
- 0.77
- Top 3 sectors
- Financial (16.78%)
- Energy (14.0%)
- Services (12.8%)
- Unclassified (99.92%)
- Top 5 holdings
- Interglobe Aviation Ltd. (4.47%)
- Hindustan Aeronautics Ltd. (4.04%)
- Divi's Laboratories Ltd. (3.59%)
- Vedanta Ltd. (3.16%)
- The Indian Hotels Company Ltd. (2.89%)
- Nippon India ETF Nifty Next 50 Junior BeES (99.92%)
- Equity%
- 100.05884119%
- 99.900016%
- Debt%
- 0.0%
- 0.00167768%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.34%
- 0.12%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY Next 50 TRI
- NIFTY Next 50 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹100
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Sharwan Kumar Goyal
- Ayush Jain
- Himanshu Mange
