UTI Nifty 200 Momentum 30 Index Fund vs SBI 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 200 Momentum 30 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 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

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 -10.12% -11.03%
6 Month -0.59% -2.87%
1 Year 42.48% 34.27%
3 Year 15.12% 16.03%
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 24.16% 18.82%
3 Year 27.71% 29.96%
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 8.08% 19.39%
3 Year 22.01% 25.25%
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 16.74% 17.24%
Sharp 0.93% 1.12%
Beta 1.15% 1.16%
Alpha 3.54% 7.34%

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 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 -

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.41%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns10.22%

Compare Now

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns9.7%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns12.26%

Compare Now

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.41%

Compare Now

Franklin India Floating Rate Fund - Growth Plan Franklin India Floating Rate Fund - Growth Plan

3Y Returns6.35%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns6.65%

Compare Now
Request call back
Add to Cart Successfully