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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) | ₹10345 Cr | ₹8204 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 | 1.62% | 1.84% |
| 6 Month | 5.17% | 6.46% |
| 1 Year | 6.13% | -9.31% |
| 3 Year | 12.57% | 15.51% |
| 5 Year | 16.45% | - |
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 | 2.37% | 2.27% |
| 1 Year | 12.6% | 8.78% |
| 3 Year | 12.15% | 11.76% |
| 5 Year | 12.44% | - |
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 | 13.83% | 13.34% |
| 3 Year | 12.55% | 20.81% |
| 5 Year | 12.16% | - |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.69% | 17.81% |
| Sharp | 0.57% | 0.58% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.53% | -0.66% |
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 | 3.07 | 8.27 |
| Large Cap | 95.53 | 57.81 |
| Mid Cap | 1.4 | 33.92 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.05 | 0.03 |
| Energy | 10.37 | - |
| Technology | 9.91 | 9.62 |
| Industrials | 7.09 | 14.59 |
| Basic Materials | 6.32 | 4.22 |
| Healthcare | 4.3 | 8.29 |
| Consumer Defensive | 6.79 | 1.47 |
| Financial Services | 36.49 | 49.57 |
| Consumer Cyclical | 11.68 | 7.01 |
| Communication Services | 4.54 | 5.2 |
| Utilities | 2.56 | - |
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