Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI NIFTY Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

Link copied to clipboard!

tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

Invest Now

tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹10167 Cr ₹8543 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 -2.9% -5.24%
6 Month 5.91% 2.27%
1 Year 0.03% -18.15%
3 Year 13.68% 19.28%
5 Year 18.18% -

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 3.37% 4.14%
1 Year 5.99% -6.89%
3 Year 13.01% 13.95%
5 Year 13.74% -

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 13.95% 14.77%
3 Year 12.52% 21.85%
5 Year 12.13% -

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.70% 18.31%
Sharp 0.87% 0.97%
Beta 1.00% 1.00%
Alpha -0.54% -0.65%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.27 7.77
Large Cap 95.61 57.12
Mid Cap 1.13 35.11

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 0.27 -0.01
Energy 10.94 0
Technology 11.18 8.96
Industrials 5.94 15.35
Basic Materials 5.93 4.98
Consumer Defensive 6.48 1.45
Financial Services 37.31 49.45
Healthcare 3.59 8.65
Consumer Cyclical 11.1 6.14
Communication Services 4.72 5.02
Utilities 2.54 -

Top Comparisons

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.34%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns6.32%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns16.52%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns13.45%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns21.32%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns13.64%

Compare Now

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6.37%

Compare Now
Add to Cart Successfully