SBI Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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UTI Nifty 200 Momentum 30 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 Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1847 Cr	₹8943 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	19 May 2021	10 Mar 2021
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	Nifty 200 Momentum 30 TRI
Turn Over	52.85%	36%
Expense Ratio	0.76	0.92
Manager	Raviprakash Sharma	Sharwan Kumar Goyal
ISIN Code	INF200KA1V76	INF789F1AUS7
Exits Load	SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365	Data not available./365

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	-1.83%	-2.18%
6 Month	4.06%	0.85%
1 Year	-2.97%	-8.36%
3 Year	16.24%	16.17%
5 Year	-	-

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-1.08%	-0.25%
1 Year	5.99%	5.92%
3 Year	14.05%	10.27%
5 Year	-	-

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	5.58%	13.34%
3 Year	19.06%	20.81%
5 Year	-	-

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	17.85%	17.81%
Sharp	0.58%	0.60%
Beta	1.00%	1.00%
Alpha	-0.81%	-0.65%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name	Raviprakash Sharma	Sharwan Kumar Goyal
Total AUM	₹8390 Cr	₹27732 Cr
Funds Managed	5	8
	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	5.97	8.26
Large Cap	81.43	57.22
Mid Cap	12.61	34.52

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Others	0	0.04
Industrials	10.63	14.3
Healthcare	6.27	7.99
Financial Services	20.21	50.4
Energy	5.63	-
Consumer Cyclical	11.45	6.99
Basic Materials	12.86	3.9
Consumer Defensive	12.21	1.46
Utilities	12.64	-
Technology	2.45	9.7
Real Estate	3.41	-
Communication Services	2.24	5.21