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Two Index fund funds side by side: returns, costs, size, risk and how much their portfolios overlap.
SBI Nifty Index Fund vs UTI Nifty 200 Momentum 30 Index Fund, as of 9 Nov 2026: SBI Nifty Index Fund NAV ₹234.40, 3Y CAGR 9.8%, expense ratio 0.24%; UTI Nifty 200 Momentum 30 Index Fund NAV ₹21.03, 3Y CAGR 9.4%, expense ratio 0.82%; about 0% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| SBI Nifty Index Fund Direct Growth | UTI Nifty 200 Momentum 30 Index Fund Direct Growth | |
|---|---|---|
| Category | Index fund | Index fund |
| Fund house | SBI Mutual Fund | UTI Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹234.40 (9 Nov 2026) | ₹21.03 (9 Nov 2026) |
| 1Y return | −1.0% | −3.4% |
| 3Y CAGR | 9.8% | 9.4% |
| 5Y CAGR | 7.8% | 7.9% |
| Since launch (CAGR) | 11.6% | 14.1% |
| Expense ratio | 0.24% | 0.82% |
| AUM | ₹13,190 cr | ₹8,384 cr |
| Risk-o-meter | Very High | — |
| Exit load | — | Entry Load - Nil, Exit Load - Nil |
| Minimum SIP | ₹500 | — |
| Holdings | 50 | — |
| Top 10 holdings weight | 52.4% | — |
| Portfolio overlap | About 0% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →UTI Nifty 200 Momentum 30 Index Fund has the higher 5-year CAGR (as of 9 Nov 2026): SBI Nifty Index Fund 7.8% a year vs UTI Nifty 200 Momentum 30 Index Fund 7.9% a year. Past performance is not indicative of future results.
SBI Nifty Index Fund costs less: SBI Nifty Index Fund charges 0.24% a year and UTI Nifty 200 Momentum 30 Index Fund 0.82% a year.
SBI Nifty Index Fund is larger: SBI Nifty Index Fund manages ₹13,190 cr and UTI Nifty 200 Momentum 30 Index Fund ₹8,384 cr (as of 9 Nov 2026).
About 0% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer