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UTI Nifty Next 50 Index Fund vs SBI 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) | ₹1725 Cr | ₹5288 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 | 2.3% | 2.3% |
| 6 Month | 0.22% | 0.28% |
| 1 Year | -3.72% | -3.66% |
| 3 Year | 22.83% | 22.89% |
| 5 Year | - | 21.36% |
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 | 10.08% | 10.09% |
| 1 Year | 3.7% | 3.77% |
| 3 Year | 20.39% | 20.45% |
| 5 Year | - | 18.68% |
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 | 7.88% | 9.04% |
| 3 Year | 19.06% | 16.9% |
| 5 Year | - | 17.76% |
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 | 19.53% | 19.53% |
| Sharp | 0.68% | 0.68% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.85% | -0.80% |
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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 | -0.1 | -0.16 |
| Large Cap | 88.6 | 88.41 |
| Mid Cap | 11.5 | 11.75 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.1 | -0.16 |
| Industrials | 14.81 | 14.31 |
| Healthcare | 5.56 | 5.83 |
| Consumer Defensive | 10.68 | 10.46 |
| Financial Services | 23.99 | 23.92 |
| Basic Materials | 9.76 | 10.19 |
| Utilities | 12.27 | 12.12 |
| Technology | 2.42 | 2.11 |
| Energy | 2.13 | 2.08 |
| Real Estate | 3.59 | 3.53 |
| Consumer Cyclical | 12.24 | 12.93 |
| Communication Services | 2.67 | 2.68 |
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