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

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

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

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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 50 Index Fund - Regular Plan - Growth Option
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1448 Cr ₹20351 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 May 2021 28 Mar 2000
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 52.85% 5%
Expense Ratio 0.76 0.25
Manager Raviprakash Sharma Deepesh Agarwal
ISIN Code INF200KA1V76 INF789F01JN2
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 50 Index Fund - Regular Plan - Growth Option
1 Month 2.26% 3.46%
6 Month -8.19% 0.16%
1 Year -0.7% 8.63%
3 Year 14.7% 13.38%
5 Year - 20.76%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month 0.73% 3.03%
1 Year -11.46% 1.14%
3 Year 18.13% 13.33%
5 Year - 14.66%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 10.03% 13.52%
3 Year 20.36% 13.1%
5 Year - 12.93%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 18.747% 13.113%
Sharp 0.524% 0.35%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty 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 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.1 0.7
Large Cap 88.6 98.02
Mid Cap 11.5 1.28

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.1 -0.17
Industrials 14.81 5.45
Healthcare 5.56 3.83
Consumer Defensive 10.68 7.65
Financial Services 23.99 36.6
Basic Materials 9.76 6.03
Utilities 12.27 2.64
Technology 2.42 13.17
Energy 2.13 10.95
Real Estate 3.59 -
Consumer Cyclical 12.24 9.62
Communication Services 2.67 4.25

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