SBI NIFTY Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

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tortoise-icon UTI Nifty 200 Momentum 30 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 Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund SBI NIFTY 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) ₹8465 Cr ₹8121 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Jan 2002 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 11% 36%
Expense Ratio 0.48 0.91
Manager Pradeep Kesavan Sharwan Kumar Goyal
ISIN Code INF200K01537 INF789F1AUS7
Exits Load SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 0.19% 0.56%
6 Month 0.76% -8.37%
1 Year 10.6% 22.09%
3 Year 12.22% 17.73%
5 Year 14.58% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.33% 16.34%
3 Year 17.52% 30.74%
5 Year 18.06% -

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 14.56% 19.39%
3 Year 12.5% 25.25%
5 Year 11.97% -

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.48% 17.24%
Sharp 0.67% 1.12%
Beta 0.99% 1.16%
Alpha -1.93% 7.34%

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Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Sharwan Kumar Goyal
Total AUM ₹434274 Cr ₹27732 Cr
Fund Manage 43 8
SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others -0.06 -0.44
Large Cap 100.06 69.34
Mid Cap - 31.12

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others -0.06 -0.44
Petroleum Products 8.87 -
IT - Software 12.93 -
Construction 3.93 8.78
Ferrous Metals 1.98 -
Consumer Durables 2.46 -
Diversified FMCG 6.26 -
Non - Ferrous Metals 0.92 -
Banks 29.43 -
Pharmaceuticals & Biotechnology 3.35 -
Cement & Cement Products 2.08 -
Automobiles 7.43 -
Insurance 1.38 -
Agricultural Food & other Products 0.6 -
Oil 0.95 -
Food Products 1.37 -
Aerospace & Defense 0.94 -
Finance 3.46 -
Telecom - Services 3.98 -
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.12 -
Transport Infrastructure 0.93 -
Retailing 1.46 -
Healthcare - 16.13
Financial - 12.93
Automobile - 22.07
Capital Goods - 18.83
Consumer Staples - 2.61
Materials - 5.71
Services - 6.42
Metals & Mining - 2.42
Energy - 4.56

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