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SBI NIFTY Index Fund vs UTI Nifty Next 50 Index Fund compare

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

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tortoise-icon UTI Nifty Next 50 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 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 -2.46% -2.5%
6 Month -9.58% -20.28%
1 Year 1.45% -1.77%
3 Year 11.3% 13.84%
5 Year 17.07% 18.79%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month -6.53% -13.04%
1 Year -10.62% -27.45%
3 Year 8.87% 12.15%
5 Year 12.39% 14.59%

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
Fund Manage 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 0.93531 -0.16112
Large Cap 97.79206 88.40756
Mid Cap 1.27261 11.75354

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.07238 -0.16112
Energy 10.96313 2.08126
Technology 13.96154 2.11264
Industrials 5.73409 14.30879
Basic Materials 5.84076 10.18935
Consumer Defensive 8.00174 10.45599
Financial Services 34.32295 23.9206
Healthcare 3.90787 5.83447
Consumer Cyclical 10.31983 12.92944
Communication Services 4.12954 2.67751
Utilities 2.74615 12.1162
Real Estate - 3.53485

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