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) ₹8465 Cr ₹4692 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 0.48 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 -1.02% -8.11%
6 Month -3.76% -13.31%
1 Year 9.4% 13.61%
3 Year 11.38% 14.78%
5 Year 15.15% 17.65%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 1.13% 1.21%
3 Year 13.32% 23.62%
5 Year 15.7% 21.77%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 14.56% 9.37%
3 Year 12.5% 17.21%
5 Year 11.97% 16.87%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.48% 16.75%
Sharp 0.67% 0.93%
Beta 0.99% 1.15%
Alpha -1.93% 3.56%

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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 -0.06 -
Large Cap 100.06 88.98
Mid Cap - 11.04

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

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

Others -0.06 -
Petroleum Products 8.87 2.09
IT - Software 12.93 2.12
Construction 3.93 -
Ferrous Metals 1.98 1.45
Consumer Durables 2.46 1.74
Diversified FMCG 6.26 -
Non - Ferrous Metals 0.92 -
Banks 29.43 5.62
Pharmaceuticals & Biotechnology 3.35 5.46
Cement & Cement Products 2.08 2.89
Automobiles 7.43 2.28
Insurance 1.38 3.61
Agricultural Food & other Products 0.6 -
Oil 0.95 -
Food Products 1.37 -
Aerospace & Defense 0.94 3.25
Finance 3.46 14.48
Telecom - Services 3.98 -
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.12 9.38
Transport Infrastructure 0.93 -
Retailing 1.46 12.84
Electrical Equipment - 5.06
Personal Products - 2.9
Gas - 2.97
Beverages - 5.47
Diversified Metals - 3.09
Realty - 3.76
Chemicals & Petrochemicals - 1.83
Auto Components - 3.1
Leisure Services - 0.97
Transport Services - 3.66

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