SBI Nifty IT ETF vs UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option — which has given better returns?

SBI Nifty IT ETF has a 1-year return of -8.34% versus UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option's 1.04%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Which has the lower expense ratio, SBI Nifty IT ETF or UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option?

SBI Nifty IT ETF's expense ratio is 0.08% versus UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option's 0.73%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both SBI Nifty IT ETF and UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

SBI Nifty IT ETF vs UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

Side-by-side comparison of NAV, returns, expense ratio and star rating.

SBI Nifty IT ETF

SBI Mutual Fund

★★★★★

Equity · Value Oriented

UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

Equity · Value Oriented

Metric	SBI Nifty IT ETF	UTI Nifty 500 Value 50...
NAV	₹9.95	₹20.49
Star Rating	★★	★★★★★
Expense Ratio	0.08%	0.73%
AUM	—	₹838 Cr
1M Return	+9.94%	-5.98%
3M Return	+11.48%	-7.98%
6M Return	+1.24%	-11.58%
1Y Return	-8.34%	+1.04%
3Y CAGR	+2.14%	+18.63%
5Y CAGR	-0.47%	—
Risk Level	—	—
Fund Manager	Viral Chhadva	Ayush Jain

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