UTI Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1448 Cr | ₹20351 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 May 2021 | 28 Mar 2000 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 52.85% | 5% |
Expense Ratio | 0.76 | 0.25 |
Manager | Raviprakash Sharma | Deepesh Agarwal |
ISIN Code | INF200KA1V76 | INF789F01JN2 |
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 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 9.33% | 6.3% |
6 Month | -18.41% | -8.59% |
1 Year | 3.88% | 6.26% |
3 Year | 15.15% | 11.34% |
5 Year | - | 23.27% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.8% | -1.2% |
1 Year | -17.52% | -3.14% |
3 Year | 16.94% | 12.05% |
5 Year | - | 14.33% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.03% | 13.52% |
3 Year | 20.36% | 13.1% |
5 Year | - | 12.93% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.747% | 13.113% |
Sharp | 0.524% | 0.35% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Raviprakash Sharma | Deepesh Agarwal |
Total AUM | ₹8390 Cr | ₹35015 Cr |
Funds Managed | 5 | 9 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.1 | 0.7 |
Large Cap | 88.6 | 98.02 |
Mid Cap | 11.5 | 1.28 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.1 | -0.17 |
Industrials | 14.81 | 5.45 |
Healthcare | 5.56 | 3.83 |
Consumer Defensive | 10.68 | 7.65 |
Financial Services | 23.99 | 36.6 |
Basic Materials | 9.76 | 6.03 |
Utilities | 12.27 | 2.64 |
Technology | 2.42 | 13.17 |
Energy | 2.13 | 10.95 |
Real Estate | 3.59 | - |
Consumer Cyclical | 12.24 | 9.62 |
Communication Services | 2.67 | 4.25 |
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