UTI Nifty Next 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 Next 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 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) ₹1071 Cr ₹4360 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 May 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 52.85% 49%
Expense Ratio 0.78 0.79
Manager Raviprakash Sharma Deepesh Agarwal
ISIN Code INF200KA1V76 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month 2.35% 2.36%
6 Month 28.55% 28.54%
1 Year 69.04% 69.03%
3 Year 22.87% 22.88%
5 Year - 23.55%

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 Year 32.85% 32.87%
3 Year 56.81% 56.87%
5 Year 58.19% 91.94%

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 7.67% 8.9%
3 Year 22.02% 17.25%
5 Year - 16.83%

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 16.74% 16.75%
Sharp 0.93% 0.93%
Beta 1.15% 1.15%
Alpha 3.54% 3.56%

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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
Fund Manage 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 1.63 1.96
Large Cap 88.54 88.22
Mid Cap 9.83 9.8

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others -0.34 -
Capital Goods 18.57 18.49
Healthcare 2.48 2.47
Consumer Staples 9.94 9.91
Financial 19.36 19.29
Materials 4.14 4.13
Insurance 3.44 3.43
Energy 11.32 11.27
Services 14.17 14.13
Metals & Mining 4.87 4.85
Construction 2.61 2.6
Chemicals 2.25 2.24
Automobile 5.59 5.58
Diversified 1.6 1.59

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