Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Invest Now

tortoise-icon UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

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 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) ₹1847 Cr ₹5953 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 2.69% 2.69%
6 Month 3.04% 3.03%
1 Year 5.51% 5.51%
3 Year 18.94% 18.97%
5 Year - 15.86%

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 3.02% 3.01%
1 Year 14.47% 14.46%
3 Year 15.54% 15.57%
5 Year - 15.31%

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 5.58% 6.33%
3 Year 19.06% 17.03%
5 Year - 19.23%

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 16.74% 16.75%
Sharp - -
Beta - -
Alpha - -

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 -0.02 0.02
Large Cap 93.26 93.23
Mid Cap 6.76 6.76

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others -0.02 0.02
Electrical Equipment 5.65 5.64
Pharmaceuticals & Biotechnology 6.27 6.26
Finance 10.9 10.9
Banks 6.39 6.39
Petroleum Products 5.63 5.63
Leisure Services 2.83 2.83
Aerospace & Defense 3.74 3.73
Cement & Cement Products 3.02 3.02
Insurance 2.92 2.92
Automobiles 5.03 5.07
Personal Products 2 1.99
Power 9.36 9.36
Gas 2.06 2.06
Consumer Durables 1.57 1.57
Retailing 4.79 4.79
Beverages 4.69 4.68
Diversified Metals 3.86 3.86
IT - Software 2.45 2.45
Food Products 2.99 2.98
Industrial Manufacturing 0.88 0.88
Non - Ferrous Metals 0.91 0.91
Realty 3.41 3.41
Chemicals & Petrochemicals 3.38 3.37
Auto Components 3.6 3.6
Ferrous Metals 1.69 1.69

Top Comparisons

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns25.3%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns21.05%

Compare Now

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns20.64%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns13.98%

Compare Now

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.18%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns20.38%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns24.38%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns22.7%

Compare Now
Year 2026
Begin 2026 with Ultimate Confidence
This new year, get your premium personalized investment portfolio worth Rs ₹799 Now FREE
Sun Rays Image
Use Code: MYSIPNY26
Add to Cart Successfully