UTI Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1725 Cr | ₹23249 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 | 2.65% | 3.6% |
6 Month | -0.85% | 6.71% |
1 Year | -5.98% | 5.72% |
3 Year | 22.33% | 18.07% |
5 Year | - | 20.15% |
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 | 8.97% | 9.09% |
1 Year | 3.98% | 14.04% |
3 Year | 19.4% | 15.23% |
5 Year | - | 15.16% |
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 | 7.88% | 13.21% |
3 Year | 19.06% | 13.03% |
5 Year | - | 12.99% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.53% | 13.13% |
Sharp | 0.68% | 0.65% |
Beta | 1.00% | 1.00% |
Alpha | -0.85% | -0.34% |
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 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 | 3.31 | 0.9 |
Large Cap | 87 | 98 |
Mid Cap | 9.69 | 1.1 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.94 | 0.1 |
Industrials | 14.61 | 6.02 |
Consumer Cyclical | 10.29 | 11.05 |
Healthcare | 6 | 3.65 |
Consumer Defensive | 13.68 | 6.74 |
Financial Services | 20.7 | 37.56 |
Energy | 4.9 | 10.81 |
Basic Materials | 10.01 | 5.8 |
Utilities | 10.62 | 2.58 |
Technology | 2 | 11.25 |
Real Estate | 3.89 | - |
Communication Services | 2.37 | 4.44 |
Top Comparisons
ICICI Prudential Savings Fund - Growth
3Y Returns8.01%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.12%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.81%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.77%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.8%
Mirae Asset Liquid Fund - Growth
3Y Returns6.95%