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) | ₹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% |
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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 | 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 | - |
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