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 Fund | Index Fund |
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 | 9.33% | 4.81% |
6 Month | -18.41% | -25.22% |
1 Year | 3.88% | -8.08% |
3 Year | 15.15% | 11.9% |
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 | -6.8% | -13.76% |
1 Year | -17.52% | -30.71% |
3 Year | 16.94% | 12.22% |
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 | - | - |
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 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 |
Top Comparisons
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.17%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.01%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns6.56%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns5.75%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.42%
HSBC Short Duration Fund - Regular Growth
3Y Returns6.08%