Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
Different categories detected. You're comparing funds from different categories (Other Scheme - Index Funds, Exchange Traded Funds (ETFs) - Equity ETF). They have different risk-return characteristics, so a direct comparison of returns can be misleading. Use with care.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
indexDirect
Principal Nifty 100 Equal Weight Fund - Direct Plan - Growth Option
3Y ago₹1.54 L
5Y ago₹1.94 L
indexDirect
UTI - Nifty Next 50 Exchange Traded Fund. - Direct Plan - Growth
3Y ago₹1.65 L
5Y ago₹1.78 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Nifty 100 Equal Weigh… | UTI - Nifty Next 50 Exchange Tr… |
|---|---|---|
| Fund house | Principal Mutual Fund | UTI Mutual Fund |
| Category | Other Scheme - Index Funds | Exchange Traded Funds (ETFs) - Equity ETF |
| Plan | Direct | Direct |
| Latest NAV | ₹111.7174 | ₹78.7915 |
| Assets managed (AUM) | — | — |
| 1M return | 0.97% | -1.69% |
| 6M return | 7.98% | 9.85% |
| 1Y return | 30.86% | 9.47% |
| 3Y CAGR | 15.58% | 18.16% |
| 5Y CAGR | 14.15% | 12.23% |
| Since inception CAGR | 11.83% | -13.21% |
| Bumpiness · 3Y (annualised σ) | 20.73 | 18.55 |
| Worst drop ever | -41.12% | -90.57% |
| Sharpe · 3Y (rf=6%) | 0.42 | 0.59 |