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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) | ₹1768 Cr | ₹8199 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 | 0.15% | 0.06% |
| 6 Month | 11.87% | 6.89% |
| 1 Year | -7.75% | -15.18% |
| 3 Year | 16.29% | 17.7% |
| 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 | 2.34% | 2.77% |
| 1 Year | -1.21% | -7.03% |
| 3 Year | 15.77% | 11.76% |
| 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 | 6.68% | 14.77% |
| 3 Year | 19.52% | 21.85% |
| 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 | 18.15% | 18.22% |
| Sharp | 0.64% | 0.71% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.85% | -0.66% |
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 | 2.44 | 7.72 |
| Large Cap | 87.89 | 57.73 |
| Mid Cap | 9.67 | 34.55 |
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 | 0.11 | 0.1 |
| Industrials | 14.57 | 15.04 |
| Consumer Cyclical | 11 | 6.31 |
| Healthcare | 6.34 | 8.87 |
| Consumer Defensive | 13.89 | 1.43 |
| Financial Services | 20.28 | 49.24 |
| Energy | 5.1 | - |
| Basic Materials | 10 | 4.6 |
| Utilities | 10.69 | - |
| Technology | 2.04 | 9.36 |
| Real Estate | 3.65 | - |
| Communication Services | 2.33 | 5.04 |
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