SBI Nifty Next 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1448 Cr | ₹7668 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 May 2021 | 10 Mar 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 52.85% | 36% |
Expense Ratio | 0.76 | 0.92 |
Manager | Raviprakash Sharma | Sharwan Kumar Goyal |
ISIN Code | INF200KA1V76 | INF789F1AUS7 |
Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.22% | 1.98% |
6 Month | -7.86% | -18.16% |
1 Year | 4.47% | -7.08% |
3 Year | 14.97% | 13.51% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1% | -8.64% |
1 Year | -12.35% | -28.86% |
3 Year | 17.8% | 11.43% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.03% | 20.19% |
3 Year | 20.36% | 24.03% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.747% | 19.196% |
Sharp | 0.524% | 0.48% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Raviprakash Sharma | Sharwan Kumar Goyal |
Total AUM | ₹8390 Cr | ₹27732 Cr |
Funds Managed | 5 | 8 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.1 | -0.09 |
Large Cap | 88.6 | 64.99 |
Mid Cap | 11.5 | 35.1 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.1 | -0.09 |
Industrials | 14.81 | 5.96 |
Healthcare | 5.56 | 14.43 |
Consumer Defensive | 10.68 | 2.16 |
Financial Services | 23.99 | 8.6 |
Basic Materials | 9.76 | 2.73 |
Utilities | 12.27 | - |
Technology | 2.42 | 31.12 |
Energy | 2.13 | 0.91 |
Real Estate | 3.59 | - |
Consumer Cyclical | 12.24 | 24.56 |
Communication Services | 2.67 | 9.62 |
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