UTI Nifty 200 Momentum 30 Index Fund vs SBI Nifty Next 50 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) | ₹1825 Cr | ₹8707 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 | -2.1% | 1.46% |
| 6 Month | 2.57% | 2.63% |
| 1 Year | -5.01% | -8.83% |
| 3 Year | 16.04% | 16.5% |
| 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 | 1.04% | 3.97% |
| 1 Year | 10.21% | 13.88% |
| 3 Year | 14.79% | 12.16% |
| 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 | 5.58% | 13.34% |
| 3 Year | 19.06% | 20.81% |
| 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 | 17.85% | 17.81% |
| Sharp | 0.58% | 0.60% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.65% |
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 | 6.19 | 8.27 |
| Large Cap | 81.31 | 57.81 |
| Mid Cap | 12.5 | 33.92 |
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 | 0.03 | 0.03 |
| Industrials | 10.82 | 14.59 |
| Healthcare | 6.31 | 8.29 |
| Financial Services | 20.16 | 49.57 |
| Energy | 5.62 | - |
| Consumer Cyclical | 11.2 | 7.01 |
| Basic Materials | 12.69 | 4.22 |
| Consumer Defensive | 12.03 | 1.47 |
| Utilities | 13.07 | - |
| Technology | 2.26 | 9.62 |
| Real Estate | 3.52 | - |
| Communication Services | 2.3 | 5.2 |
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