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 | -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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Credit Risk Fund - Growth
3Y Returns7.03%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns6.91%
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns6.37%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.26%
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns6.13%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Invesco India Financial Services Fund - Retail Growth
3Y Returns17.45%