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) | ₹1843 Cr | ₹5728 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 | 3.65% | 3.66% |
| 6 Month | 8.48% | 8.48% |
| 1 Year | 0.09% | 0.16% |
| 3 Year | 17.86% | 17.9% |
| 5 Year | - | 20.42% |
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 | 2.63% | 2.63% |
| 1 Year | 11.85% | 11.87% |
| 3 Year | 17.39% | 17.43% |
| 5 Year | - | 16.47% |
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 | 5.58% | 7.7% |
| 3 Year | 19.06% | 16.95% |
| 5 Year | - | 19.26% |
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 | 17.80% | 17.79% |
| Sharp | 0.60% | 0.60% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.82% | -0.79% |
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 | 6.07 | 6.1 |
| Large Cap | 81.45 | 81.42 |
| Mid Cap | 12.48 | 12.48 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.03 | 0.01 |
| Industrials | 11.24 | 11.23 |
| Consumer Cyclical | 11.51 | 11.5 |
| Healthcare | 5.93 | 5.93 |
| Consumer Defensive | 12.47 | 12.47 |
| Financial Services | 20.01 | 20 |
| Energy | 5.37 | 5.37 |
| Basic Materials | 12.91 | 12.9 |
| Utilities | 12.81 | 12.8 |
| Technology | 2.11 | 2.11 |
| Real Estate | 3.43 | 3.42 |
| Communication Services | 2.25 | 2.24 |
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