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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) ₹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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