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) ₹7935 Cr ₹4360 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Feb 2002 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY 50 TRI Nifty Next 50 TRI
Turn Over 11% 49%
Expense Ratio 0.48 0.79
Manager Pradeep Kesavan Deepesh Agarwal
ISIN Code INF200K01537 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month 1.05% 2.36%
6 Month 14.77% 28.54%
1 Year 30.57% 69.03%
3 Year 15.18% 22.88%
5 Year 18.25% 23.55%

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 11.29% 32.87%
3 Year 27.36% 56.87%
5 Year 56% 91.94%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 18.83% 24.53%
3 Year 44.73% 62.34%
5 Year 61.93% 97.82%

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

Large Cap 98.22 88.22
Others 1.08 1.96
Mid Cap 0.67 9.8

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

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

Financial 33.18 19.29
Energy 14.49 11.27
Technology 12.03 -
Construction 4.36 2.6
Consumer Staples 8.01 9.91
Communication 3.59 -
Automobile 8.04 5.58
Healthcare 4.19 2.47
Metals & Mining 3.23 4.85
Consumer Discretionary 1.36 -
Materials 4.45 4.13
Services 1.96 14.13
Insurance 1.21 3.43
Others -0.13 -
Capital Goods - 18.49
Chemicals - 2.24
Diversified - 1.59

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