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SBI NIFTY Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8752 Cr | ₹7668 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 | 0.46 | 0.92 |
| 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 | 6.29% | 4.81% |
| 6 Month | -8.69% | -25.22% |
| 1 Year | 6.08% | -8.08% |
| 3 Year | 11.13% | 11.9% |
| 5 Year | 22.91% | - |
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 | -1.26% | -13.76% |
| 1 Year | -3.34% | -30.71% |
| 3 Year | 11.85% | 12.22% |
| 5 Year | 14.08% | - |
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 | 14.48% | 20.19% |
| 3 Year | 12.43% | 24.03% |
| 5 Year | 12.02% | - |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.127% | 19.196% |
| Sharp | 0.336% | 0.48% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 0.94 | -0.09 |
| Large Cap | 97.79 | 64.99 |
| Mid Cap | 1.27 | 35.1 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.07 | -0.09 |
| Energy | 10.96 | 0.91 |
| Technology | 13.96 | 31.12 |
| Industrials | 5.73 | 5.96 |
| Basic Materials | 5.84 | 2.73 |
| Consumer Defensive | 8 | 2.16 |
| Financial Services | 34.32 | 8.6 |
| Healthcare | 3.91 | 14.43 |
| Consumer Cyclical | 10.32 | 24.56 |
| Communication Services | 4.13 | 9.62 |
| Utilities | 2.75 | - |
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