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) | ₹1448 Cr | ₹7668 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 | 2.93% | 3.45% |
6 Month | -8.2% | -11.83% |
1 Year | -5.52% | -12.97% |
3 Year | 21.84% | 23.24% |
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 | 7.81% | 8.44% |
1 Year | -1.72% | -6.16% |
3 Year | 18.38% | 16.23% |
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 | 7.88% | 16.74% |
3 Year | 19.06% | 21.26% |
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 | 18.747% | 19.196% |
Sharp | 0.524% | 0.48% |
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 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 | -0.1 | -0.09 |
Large Cap | 88.6 | 64.99 |
Mid Cap | 11.5 | 35.1 |
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 | -0.1 | -0.09 |
Industrials | 14.81 | 5.96 |
Healthcare | 5.56 | 14.43 |
Consumer Defensive | 10.68 | 2.16 |
Financial Services | 23.99 | 8.6 |
Basic Materials | 9.76 | 2.73 |
Utilities | 12.27 | - |
Technology | 2.42 | 31.12 |
Energy | 2.13 | 0.91 |
Real Estate | 3.59 | - |
Consumer Cyclical | 12.24 | 24.56 |
Communication Services | 2.67 | 9.62 |
Top Comparisons
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns29.21%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.32%
Quant Overnight Fund Regular - Growth
3Y Returns0%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns19.15%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns19%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns20.16%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns18.56%