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) | ₹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 |
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