SBI Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹1448 Cr | ₹4581 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 May 2021 | 28 Jun 2018 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty Next 50 TRI |
Turn Over | 52.85% | 49% |
Expense Ratio | 0.76 | 0.8 |
Manager | Raviprakash Sharma | Deepesh Agarwal |
ISIN Code | INF200KA1V76 | INF789FC11T3 |
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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.57% | -4.57% |
6 Month | -18.55% | -18.49% |
1 Year | 3.44% | 3.51% |
3 Year | 14.5% | 14.55% |
5 Year | - | 15.99% |
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 | -18.4% | -18.33% |
3 Year | 15.03% | 15.09% |
5 Year | - | 16.81% |
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 | 10.03% | 10.44% |
3 Year | 20.36% | 17.14% |
5 Year | - | 17.42% |
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 | 18.747% | 18.747% |
Sharp | 0.524% | 0.526% |
Beta | - | - |
Alpha | - | - |
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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 | - |
Large Cap | 88.54 | 88.98 |
Mid Cap | 9.83 | 11.04 |
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 | - |
Healthcare | 2.48 | - |
Consumer Staples | 9.94 | - |
Financial | 19.36 | - |
Materials | 4.14 | - |
Insurance | 3.44 | 3.61 |
Energy | 11.32 | - |
Services | 14.17 | - |
Metals & Mining | 4.87 | - |
Construction | 2.61 | - |
Chemicals | 2.25 | - |
Automobile | 5.59 | - |
Diversified | 1.6 | - |
Electrical Equipment | - | 5.06 |
Pharmaceuticals & Biotechnology | - | 5.46 |
Personal Products | - | 2.9 |
Finance | - | 14.48 |
Banks | - | 5.62 |
Aerospace & Defense | - | 3.25 |
Cement & Cement Products | - | 2.89 |
Power | - | 9.38 |
Gas | - | 2.97 |
Consumer Durables | - | 1.74 |
Retailing | - | 12.84 |
Beverages | - | 5.47 |
Diversified Metals | - | 3.09 |
IT - Software | - | 2.12 |
Petroleum Products | - | 2.09 |
Realty | - | 3.76 |
Chemicals & Petrochemicals | - | 1.83 |
Auto Components | - | 3.1 |
Leisure Services | - | 0.97 |
Automobiles | - | 2.28 |
Transport Services | - | 3.66 |
Ferrous Metals | - | 1.45 |
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