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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) | ₹11633 Cr | ₹8943 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 | -0.4% | -2.58% |
| 6 Month | 4.51% | -0.83% |
| 1 Year | 7.48% | -9.94% |
| 3 Year | 12.88% | 16.24% |
| 5 Year | 14.1% | - |
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 | 3.57% | 1.4% |
| 1 Year | 16.22% | 10.58% |
| 3 Year | 12.97% | 10.89% |
| 5 Year | 12.83% | - |
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 | 13.66% | 13.34% |
| 3 Year | 12.64% | 20.81% |
| 5 Year | 12.21% | - |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.56% | 17.81% |
| Sharp | 0.52% | 0.60% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.53% | -0.65% |
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 | 3.35 | 8.26 |
| Large Cap | 95.31 | 57.22 |
| Mid Cap | 1.34 | 34.52 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.04 | 0.04 |
| Energy | 10.88 | - |
| Technology | 10.23 | 9.7 |
| Industrials | 7.25 | 14.3 |
| Basic Materials | 6.17 | 3.9 |
| Healthcare | 4.32 | 7.99 |
| Consumer Defensive | 6.49 | 1.46 |
| Financial Services | 36.82 | 50.4 |
| Consumer Cyclical | 10.7 | 6.99 |
| Communication Services | 4.79 | 5.21 |
| Utilities | 2.32 | - |
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