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
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) | ₹1071 Cr | ₹6972 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 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 | 0.78 | 0.92 |
Manager | Raviprakash Sharma | Sharwan Kumar Goyal |
ISIN Code | INF200KA1V76 | INF789F1AUS7 |
Exits Load | Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 | Nil/365 |
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.35% | 2% |
6 Month | 28.55% | 23.89% |
1 Year | 69.04% | 66.97% |
3 Year | 22.87% | 25.29% |
5 Year | - | - |
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 | 32.85% | 31.81% |
3 Year | 56.81% | 64.81% |
5 Year | 58.19% | 69.98% |
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 21.85% | 24.08% |
3 Year | 62.32% | 70.45% |
5 Year | 62.49% | 72% |
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.74% | 17.24% |
Sharp | 0.93% | 1.12% |
Beta | 1.15% | 1.16% |
Alpha | 3.54% | 7.34% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Large Cap | 88.54 | 69.34 |
Mid Cap | 9.83 | 31.12 |
Others | 1.63 | -0.44 |
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|
Capital Goods | 18.57 | 18.83 |
Services | 14.17 | 6.42 |
Energy | 11.32 | 4.56 |
Financial | 19.36 | 12.93 |
Metals & Mining | 4.87 | 2.42 |
Construction | 2.61 | 8.78 |
Automobile | 5.59 | 22.07 |
Consumer Staples | 9.94 | 2.61 |
Chemicals | 2.25 | - |
Insurance | 3.44 | - |
Materials | 4.14 | 5.71 |
Diversified | 1.6 | - |
Healthcare | 2.48 | 16.13 |
Others | -0.34 | -0.44 |
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