Edelweiss Nifty Next 50 Index vs UTI Nifty Next 50 Index
Data updated · direct-growth plans · not investment advice
Edelweiss Nifty Next 50 Index currently edges it with a Smart Score of 79/100 vs 78/100. Edelweiss Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.94 vs 0.94), 3-year returns of 19.3% vs 19.3%, and an expense ratio of 0.23% vs 0.44%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationEdelweiss Nifty Next 50 Index and UTI Nifty Next 50 Index share 65.6% of their portfolios — owning both is closer to doubling one bet than diversifying.
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 13.2%BEST | 13.1% | ||
3Y return | 19.3% | 19.3%BEST | ||
5Y return | — | 13.5%BEST | ||
Since launch | 15.6%BEST | 13.2% | ||
| Vs category benchmark | ||||
1Y vs index | +13.6%BEST | +13.6% | ||
3Y vs index | +10.5% | +10.5%BEST | ||
5Y vs index | — | +4.8%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.70BEST | 0.70 | ||
Sortino ratio | 0.94BEST | 0.94 | ||
Std deviation | 18.34BEST | 18.41 | ||
Alpha | 9.01BEST | 8.79 | ||
Beta | 1.15 | 1.15 | ||
| Cost & size | ||||
Expense ratio | 0.23%BEST | 0.44% | ||
Fund size | ₹295 Cr | ₹7.4k CrBEST | ||
Portfolio P/E | 20.28BEST | 20.28 | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Bhavesh Jain | Sharwan Kumar Goyal, Ayush Jain | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 01 Dec 2022 | 22 Jun 2018 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Edelweiss Nifty Next 50 Index better than UTI Nifty Next 50 Index?
Edelweiss Nifty Next 50 Index currently edges it with a Smart Score of 79/100 vs 78/100. Edelweiss Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.94 vs 0.94), 3-year returns of 19.3% vs 19.3%, and an expense ratio of 0.23% vs 0.44%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — Edelweiss Nifty Next 50 Index or UTI Nifty Next 50 Index?
Edelweiss Nifty Next 50 Index has the lower expense ratio: 0.23% vs 0.44% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Edelweiss Nifty Next 50 Index leads with 0.94 vs 0.94. Sharpe ratios: Edelweiss Nifty Next 50 Index 0.70, UTI Nifty Next 50 Index 0.70.