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

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

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

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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 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) ₹1071 Cr ₹18345 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 May 2021 06 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 0.78 0.38
Manager Raviprakash Sharma Deepesh Agarwal
ISIN Code INF200KA1V76 INF789F01JN2
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 50 Index Fund - Regular Plan - Growth Option
1 Month 2.35% 1.07%
6 Month 28.55% 14.81%
1 Year 69.04% 30.71%
3 Year 22.87% 15.4%
5 Year - 18.71%

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 - -
1 Year 32.85% 11.34%
3 Year 56.81% 27.69%
5 Year 58.19% 57.22%

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 21.85% 19.22%
3 Year 62.32% 45.66%
5 Year 62.49% 63.19%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.74% 12.47%
Sharp 0.93% 0.69%
Beta 1.15% 0.99%
Alpha 3.54% -1.72%

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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
Fund Manage 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 1.63 1.03
Large Cap 88.54 98.26
Mid Cap 9.83 0.67

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.34 0.19
Capital Goods 18.57 -
Healthcare 2.48 4.19
Consumer Staples 9.94 8.01
Financial 19.36 32.84
Materials 4.14 4.45
Insurance 3.44 1.21
Energy 11.32 14.5
Services 14.17 1.96
Metals & Mining 4.87 3.23
Construction 2.61 4.36
Chemicals 2.25 -
Automobile 5.59 8.04
Diversified 1.6 -
Technology - 12.03
Consumer Discretionary - 1.36
Communication - 3.59

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