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SBI NIFTY Index Fund vs UTI Nifty Next 50 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI NIFTY 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) | ₹8752 Cr | ₹4581 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Jan 2002 | 28 Jun 2018 |
| Category | Index Fund | Index Fund |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Next 50 TRI |
| Turn Over | 11% | 49% |
| Expense Ratio | 0.46 | 0.8 |
| Manager | Pradeep Kesavan | Deepesh Agarwal |
| ISIN Code | INF200K01537 | INF789FC11T3 |
| 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.91% | 8.13% |
| 6 Month | -3.49% | -13.1% |
| 1 Year | 8.45% | 3.49% |
| 3 Year | 11.58% | 13.76% |
| 5 Year | 21.43% | 22.16% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.35% | -4.27% |
| 1 Year | -7.41% | -18.74% |
| 3 Year | 9.61% | 14.81% |
| 5 Year | 12.31% | 15.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.48% | 10.44% |
| 3 Year | 12.43% | 17.14% |
| 5 Year | 12.02% | 17.42% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.127% | 19.657% |
| Sharp | 0.336% | 0.378% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Deepesh Agarwal |
| Total AUM | ₹434274 Cr | ₹35015 Cr |
| Funds Managed | 43 | 9 |
| SBI NIFTY Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.94 | -0.16 |
| Large Cap | 97.79 | 88.41 |
| Mid Cap | 1.27 | 11.75 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.07 | -0.16 |
| Energy | 10.96 | 2.08 |
| Technology | 13.96 | 2.11 |
| Industrials | 5.73 | 14.31 |
| Basic Materials | 5.84 | 10.19 |
| Consumer Defensive | 8 | 10.46 |
| Financial Services | 34.32 | 23.92 |
| Healthcare | 3.91 | 5.83 |
| Consumer Cyclical | 10.32 | 12.93 |
| Communication Services | 4.13 | 2.68 |
| Utilities | 2.75 | 12.12 |
| Real Estate | - | 3.53 |
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