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) | ₹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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