SBI NIFTY Index Fund vs UTI Nifty Next 50 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8752 Cr | ₹4581 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Jan 2002 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
Turn Over | 11% | 49% |
Expense Ratio | 0.46 | 0.8 |
Manager | Pradeep Kesavan | Deepesh Agarwal |
ISIN Code | INF200K01537 | INF789FC11T3 |
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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.62% | 4.87% |
6 Month | 6.14% | -0.5% |
1 Year | 11.68% | 0.41% |
3 Year | 17.13% | 20.9% |
5 Year | 23.61% | 24.34% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.16% | 5.22% |
1 Year | 9.63% | -3.41% |
3 Year | 15.14% | 19.75% |
5 Year | 15.18% | 18.28% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.48% | 10.44% |
3 Year | 12.43% | 17.14% |
5 Year | 12.02% | 17.42% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.127% | 19.657% |
Sharp | 0.336% | 0.378% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Deepesh Agarwal |
Total AUM | ₹434274 Cr | ₹35015 Cr |
Funds Managed | 43 | 9 |
SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | -0.16 |
Large Cap | 97.79 | 88.41 |
Mid Cap | 1.27 | 11.75 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.07 | -0.16 |
Energy | 10.96 | 2.08 |
Technology | 13.96 | 2.11 |
Industrials | 5.73 | 14.31 |
Basic Materials | 5.84 | 10.19 |
Consumer Defensive | 8 | 10.46 |
Financial Services | 34.32 | 23.92 |
Healthcare | 3.91 | 5.83 |
Consumer Cyclical | 10.32 | 12.93 |
Communication Services | 4.13 | 2.68 |
Utilities | 2.75 | 12.12 |
Real Estate | - | 3.53 |
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