SBI NIFTY Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8752 Cr | ₹7668 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Jan 2002 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 11% | 36% |
Expense Ratio | 0.46 | 0.92 |
Manager | Pradeep Kesavan | Sharwan Kumar Goyal |
ISIN Code | INF200K01537 | INF789F1AUS7 |
Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.89% | 6.34% |
6 Month | 6.34% | -6.44% |
1 Year | 10.78% | -10.79% |
3 Year | 15.8% | 20.46% |
5 Year | 22.86% | - |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.16% | 4.06% |
1 Year | 9.63% | -11.11% |
3 Year | 15.14% | 16.73% |
5 Year | 15.18% | - |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.48% | 20.19% |
3 Year | 12.43% | 24.03% |
5 Year | 12.02% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.127% | 19.196% |
Sharp | 0.336% | 0.48% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Sharwan Kumar Goyal |
Total AUM | ₹434274 Cr | ₹27732 Cr |
Funds Managed | 43 | 8 |
SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | -0.09 |
Large Cap | 97.79 | 64.99 |
Mid Cap | 1.27 | 35.1 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.07 | -0.09 |
Energy | 10.96 | 0.91 |
Technology | 13.96 | 31.12 |
Industrials | 5.73 | 5.96 |
Basic Materials | 5.84 | 2.73 |
Consumer Defensive | 8 | 2.16 |
Financial Services | 34.32 | 8.6 |
Healthcare | 3.91 | 14.43 |
Consumer Cyclical | 10.32 | 24.56 |
Communication Services | 4.13 | 9.62 |
Utilities | 2.75 | - |
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