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

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SBI NIFTY Index Fund - Regular Plan - Growth

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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)	₹10345 Cr	₹5728 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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month	3.15%	2.33%
6 Month	5.81%	6.71%
1 Year	10.92%	3.8%
3 Year	12.92%	17.05%
5 Year	15.98%	18.9%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month	2.37%	2.56%
1 Year	12.6%	12.43%
3 Year	12.15%	16.33%
5 Year	12.44%	15.63%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year	13.76%	6.8%
3 Year	12.64%	17.03%
5 Year	12.18%	19.42%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	11.69%	17.80%
Sharp	0.57%	0.65%
Beta	1.00%	1.00%
Alpha	-0.53%	-0.78%

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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	3.07	6.22
Large Cap	95.53	81.28
Mid Cap	1.4	12.5

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Others	-0.05	0.06
Energy	10.37	5.62
Technology	9.91	2.26
Industrials	7.09	10.82
Basic Materials	6.32	12.69
Healthcare	4.3	6.3
Consumer Defensive	6.79	12.03
Financial Services	36.49	20.16
Consumer Cyclical	11.68	11.2
Communication Services	4.54	2.29
Utilities	2.56	13.06
Real Estate	-	3.52