UTI Nifty Next 50 Index Fund vs SBI 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 | Very High |
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 | Index |
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% | 4% |
6 Month | -10.73% | -10.67% |
1 Year | 5.58% | 5.63% |
3 Year | 14.6% | 14.66% |
5 Year | - | 23.11% |
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% | -0.98% |
1 Year | -12.35% | -12.27% |
3 Year | 17.8% | 17.86% |
5 Year | - | 17.53% |
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% | 19.657% |
Sharp | 0.524% | 0.378% |
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 Next 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 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 | -0.1 | -0.16 |
Large Cap | 88.6 | 88.41 |
Mid Cap | 11.5 | 11.75 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -0.1 | -0.16 |
Industrials | 14.81 | 14.31 |
Healthcare | 5.56 | 5.83 |
Consumer Defensive | 10.68 | 10.46 |
Financial Services | 23.99 | 23.92 |
Basic Materials | 9.76 | 10.19 |
Utilities | 12.27 | 12.12 |
Technology | 2.42 | 2.11 |
Energy | 2.13 | 2.08 |
Real Estate | 3.59 | 3.53 |
Consumer Cyclical | 12.24 | 12.93 |
Communication Services | 2.67 | 2.68 |
Top Comparisons
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.35%
Quant Quantamental Fund Regular - Growth
3Y Returns19.23%
Kotak Emerging Equity Scheme - Growth
3Y Returns17.91%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns25.81%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns16.41%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns19.8%
Franklin India Smaller Companies Fund-Growth
3Y Returns20.84%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns17.19%