- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
SWP Mutual Fund Plan Your Wealth with Our SWP Feature
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Nifty 200 Momentum 30 Index Fund vs SBI Nifty Next 50 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 | Very High |
| 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 | 10.45% | 5.57% |
| 6 Month | -18.97% | -25.97% |
| 1 Year | 3.88% | -8.08% |
| 3 Year | 15.62% | 12.32% |
| 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 | -4.5% | -10.59% |
| 1 Year | -15.81% | -28.53% |
| 3 Year | 17.15% | 12.89% |
| 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | -0.1 | -0.09 |
| Large Cap | 88.6 | 64.99 |
| Mid Cap | 11.5 | 35.1 |
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 | -0.1 | -0.09 |
| Industrials | 14.81 | 5.96 |
| Healthcare | 5.56 | 14.43 |
| Consumer Defensive | 10.68 | 2.16 |
| Financial Services | 23.99 | 8.6 |
| Basic Materials | 9.76 | 2.73 |
| Utilities | 12.27 | - |
| Technology | 2.42 | 31.12 |
| Energy | 2.13 | 0.91 |
| Real Estate | 3.59 | - |
| Consumer Cyclical | 12.24 | 24.56 |
| Communication Services | 2.67 | 9.62 |
Top Comparisons
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.2%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.73%
HDFC Gilt Fund - Growth Plan
3Y Returns6.83%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns6.69%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.37%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns7.19%
Franklin India Smaller Companies Fund-Growth
3Y Returns20.3%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
