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SBI NIFTY Index Fund vs UTI Nifty Next 50 Index Fund compare

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

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tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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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 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) ₹10048 Cr ₹5482 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 2.59% 3.03%
6 Month 12.43% 15.28%
1 Year -0.34% -9.43%
3 Year 12.56% 15.07%
5 Year 17.69% 20.02%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 3.13% 3.51%
1 Year 10.66% 7.86%
3 Year 12.59% 17.3%
5 Year 12.94% 16.38%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 13.95% 8.17%
3 Year 12.52% 17.14%
5 Year 12.13% 18.97%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.12% 17.95%
Sharp 0.45% 0.48%
Beta 1.00% 1.00%
Alpha -0.54% -0.80%

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 3.17 2.48
Large Cap 95.69 87.86
Mid Cap 1.14 9.67

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.3 0.15
Energy 10.52 5.09
Technology 10.42 2.04
Industrials 5.91 14.56
Basic Materials 6.11 10
Consumer Defensive 6.73 13.89
Financial Services 37.74 20.27
Healthcare 3.77 6.34
Consumer Cyclical 11.28 10.99
Communication Services 4.63 2.33
Utilities 2.58 10.68
Real Estate - 3.65

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