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SBI Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1725 Cr | ₹8059 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.39% | 4.48% |
| 6 Month | 1.37% | -2.99% |
| 1 Year | -3.58% | -9.43% |
| 3 Year | 23.42% | 25.18% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 10.08% | 11.51% |
| 1 Year | 3.7% | -0.14% |
| 3 Year | 20.39% | 18.03% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.88% | 16.74% |
| 3 Year | 19.06% | 21.26% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.53% | 19.28% |
| Sharp | 0.68% | 0.69% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.85% | -0.60% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.1 | -0.09 |
| Large Cap | 88.6 | 64.99 |
| Mid Cap | 11.5 | 35.1 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.1 | -0.09 |
| Industrials | 14.81 | 5.96 |
| Healthcare | 5.56 | 14.43 |
| Consumer Defensive | 10.68 | 2.16 |
| Financial Services | 23.99 | 8.6 |
| Basic Materials | 9.76 | 2.73 |
| Utilities | 12.27 | - |
| Technology | 2.42 | 31.12 |
| Energy | 2.13 | 0.91 |
| Real Estate | 3.59 | - |
| Consumer Cyclical | 12.24 | 24.56 |
| Communication Services | 2.67 | 9.62 |
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