⚖ HDFC Nifty 50 Index Fund vs UTI Nifty 50 Index Fund
Abundance Financial Services · ARN-251838
FUND
HDFC Nifty 50 Index Fund
HDFC Mutual Fund
UTI Nifty 50 Index Fund
UTI Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-2.0%
-2.0%↑ best
3 Months
-5.2%
-5.2%↑ best
6 Months
-6.3%
-6.2%↑ best
1 Year
-10.4%
-10.3%↑ best
3 Years
+6.2%
+6.3%↑ best
5 Years
+5.2%
+5.3%↑ best
7 Years
+10.8%
+11.0%↑ best
10 Years
+11.0%
+11.2%↑ best
Inception
+13.6%↑ best
+10.9%
📉 Risk Metrics
Volatility
13.4%
13.4%
Max Drawdown
-14.8%
-14.8%
Return/Risk
0.46
0.47
🏅 Category Peer-Rank
Rank by 3Y Return
#108 of 129
#105 of 129
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹89,610
₹10,390
→
3Y
₹1,19,777
+₹19,777
→
5Y
₹1,29,032
+₹29,032
1Y
₹89,730
₹10,270
→
3Y
₹1,20,082
+₹20,082
→
5Y
₹1,29,646
+₹29,646
📊 Portfolio Overlap & Structure
Portfolio Overlap
100%
overlap
100%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
92.1%
92.1%
Mid Cap Equity
1.4%
1.4%
Small Cap Equity
0.0%
0.0%
Debt / Cash / Other
6.5%
6.5%
🏢 Top Sectors per Fund
Top Sector Allocation
37.5%
14.9%
11.0%
9.3%
9.2%
37.5%
14.9%
11.0%
9.3%
9.2%
Overall Leader: UTI Nifty 50 Index Fund
UTI Nifty 50 Index Fund by UTI Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.