SBI Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund SBI Nifty Next 50 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) ₹1071 Cr ₹4360 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 May 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 52.85% 49%
Expense Ratio 0.78 0.79
Manager Raviprakash Sharma Deepesh Agarwal
ISIN Code INF200KA1V76 INF789FC11T3
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -10.12% -10.12%
6 Month -0.59% -0.59%
1 Year 42.48% 42.53%
3 Year 15.12% 15.15%
5 Year - 18.64%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 24.16% 24.19%
3 Year 27.71% 27.74%
5 Year - 24.04%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 8.08% 9.37%
3 Year 22.01% 17.21%
5 Year - 16.87%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.74% 16.75%
Sharp 0.93% 0.93%
Beta 1.15% 1.15%
Alpha 3.54% 3.56%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Raviprakash Sharma Deepesh Agarwal
Total AUM ₹8390 Cr ₹35015 Cr
Fund Manage 5 9
SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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

Others 1.63 1.96
Large Cap 88.54 88.22
Mid Cap 9.83 9.8

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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

Others -0.34 -
Capital Goods 18.57 18.49
Healthcare 2.48 2.47
Consumer Staples 9.94 9.91
Financial 19.36 19.29
Materials 4.14 4.13
Insurance 3.44 3.43
Energy 11.32 11.27
Services 14.17 14.13
Metals & Mining 4.87 4.85
Construction 2.61 2.6
Chemicals 2.25 2.24
Automobile 5.59 5.58
Diversified 1.6 1.59

Top Comparisons

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.04%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.55%

Compare Now

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns6.4%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.91%

Compare Now

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns17.44%

VS

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.38%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.48%

Compare Now
Request call back
Add to Cart Successfully