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 Risk | Very High Risk |
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 | -4.57% | -4.69% |
6 Month | -18.55% | -22.29% |
1 Year | 3.44% | -4.9% |
3 Year | 14.5% | 13.74% |
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 Year | -18.4% | -26.08% |
3 Year | 15.03% | 13.57% |
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 |
Fund Manage | 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 | 1.63 | -0.44 |
Large Cap | 88.54 | 69.34 |
Mid Cap | 9.83 | 31.12 |
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 | -0.34 | -0.44 |
Capital Goods | 18.57 | 18.83 |
Healthcare | 2.48 | 16.13 |
Consumer Staples | 9.94 | 2.61 |
Financial | 19.36 | 12.93 |
Materials | 4.14 | 5.71 |
Insurance | 3.44 | - |
Energy | 11.32 | 4.56 |
Services | 14.17 | 6.42 |
Metals & Mining | 4.87 | 2.42 |
Construction | 2.61 | 8.78 |
Chemicals | 2.25 | - |
Automobile | 5.59 | 22.07 |
Diversified | 1.6 | - |
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