SBI Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Nifty Next 50 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) | ₹1448 Cr | ₹4581 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 May 2021 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty Next 50 TRI |
Turn Over | 52.85% | 49% |
Expense Ratio | 0.76 | 0.8 |
Manager | Raviprakash Sharma | Deepesh Agarwal |
ISIN Code | INF200KA1V76 | INF789FC11T3 |
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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.93% | 2.94% |
6 Month | -8.2% | -8.14% |
1 Year | -5.52% | -5.46% |
3 Year | 21.84% | 21.9% |
5 Year | - | 21.63% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.81% | 7.82% |
1 Year | -1.72% | -1.63% |
3 Year | 18.38% | 18.44% |
5 Year | - | 17.49% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.88% | 9.04% |
3 Year | 19.06% | 16.9% |
5 Year | - | 17.76% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.747% | 19.657% |
Sharp | 0.524% | 0.378% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Raviprakash Sharma | Deepesh Agarwal |
Total AUM | ₹8390 Cr | ₹35015 Cr |
Funds Managed | 5 | 9 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.1 | -0.16 |
Large Cap | 88.6 | 88.41 |
Mid Cap | 11.5 | 11.75 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.1 | -0.16 |
Industrials | 14.81 | 14.31 |
Healthcare | 5.56 | 5.83 |
Consumer Defensive | 10.68 | 10.46 |
Financial Services | 23.99 | 23.92 |
Basic Materials | 9.76 | 10.19 |
Utilities | 12.27 | 12.12 |
Technology | 2.42 | 2.11 |
Energy | 2.13 | 2.08 |
Real Estate | 3.59 | 3.53 |
Consumer Cyclical | 12.24 | 12.93 |
Communication Services | 2.67 | 2.68 |
Top Comparisons
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns19.03%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns19.24%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns21.87%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns19.6%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns21.56%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns19.24%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns19.67%