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) ₹7935 Cr ₹6972 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Feb 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 0.92
Manager Pradeep Kesavan Sharwan Kumar Goyal
ISIN Code INF200K01537 INF789F1AUS7
Exits Load Exit load of 0.20% if redeemed within 15 days/365 Nil/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 1.05% 2%
6 Month 14.77% 23.89%
1 Year 30.57% 66.97%
3 Year 15.18% 25.29%
5 Year 18.25% -

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 11.29% 31.81%
3 Year 27.36% 64.81%
5 Year 56% 69.98%

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 18.83% 24.08%
3 Year 44.73% 70.45%
5 Year 61.93% 72%

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 1.08 -0.44
Large Cap 98.22 69.34
Mid Cap 0.67 31.12

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

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

Financial 33.18 12.93
Others -0.13 -0.44
Energy 14.49 4.56
Technology 12.03 -
Construction 4.36 8.78
Metals & Mining 3.23 2.42
Materials 4.45 5.71
Consumer Staples 8.01 2.61
Healthcare 4.19 16.13
Automobile 8.04 22.07
Insurance 1.21 -
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 6.42
Capital Goods - 18.83

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