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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) ₹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 Index
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 3.27% 1.45%
6 Month -2.51% -20.79%
1 Year 9.7% -6.45%
3 Year 12.23% 12.87%
5 Year 22.48% -

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 2.26% -8.64%
1 Year 0.8% -28.86%
3 Year 12.66% 11.43%
5 Year 14.16% -

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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