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) | ₹1759 Cr | ₹5482 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 | 3.98% | 3.97% |
6 Month | 16.63% | 16.64% |
1 Year | -8% | -7.93% |
3 Year | 16.02% | 16.06% |
5 Year | - | 20.18% |
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 | 3.52% | 3.51% |
1 Year | 7.83% | 7.86% |
3 Year | 17.25% | 17.3% |
5 Year | - | 16.38% |
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 | 6.68% | 8.17% |
3 Year | 19.52% | 17.14% |
5 Year | - | 18.97% |
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 | 17.96% | 17.95% |
Sharp | 0.48% | 0.48% |
Beta | 1.00% | 1.00% |
Alpha | -0.84% | -0.80% |
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 | 2.63 | 2.54 |
Large Cap | 87.7 | 87.78 |
Mid Cap | 9.67 | 9.68 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.31 | 0.22 |
Industrials | 14.48 | 14.49 |
Consumer Cyclical | 11.88 | 11.89 |
Healthcare | 6.14 | 6.14 |
Consumer Defensive | 14.22 | 14.23 |
Financial Services | 19.57 | 19.58 |
Energy | 4.87 | 4.87 |
Basic Materials | 10.08 | 10.09 |
Utilities | 10.49 | 10.5 |
Technology | 2.09 | 2.09 |
Real Estate | 3.55 | 3.56 |
Communication Services | 2.32 | 2.32 |
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