LIC MF Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹342 Cr | ₹342 Cr | ₹8543 Cr |
Min Investment | ₹5000 | ₹5000 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 05 Dec 2002 | 05 Dec 2002 | 10 Mar 2021 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | % | 40% | 36% |
Expense Ratio | 1.01 | 1.01 | 0.92 |
Manager | Sumit Bhatnagar | Sumit Bhatnagar | Sharwan Kumar Goyal |
ISIN Code | INF767K01162 | INF767K01162 | INF789F1AUS7 |
Exits Load | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | -2.93% | -2.93% | -5.24% |
6 Month | 5.63% | 5.63% | 2.27% |
1 Year | -0.51% | -0.51% | -18.15% |
3 Year | 13.05% | 13.05% | 19.28% |
5 Year | 17.49% | 17.49% | - |
SIP Return Analysis
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 3.23% | 3.23% | 4.14% |
1 Year | 5.44% | 5.44% | -6.89% |
3 Year | 12.35% | 12.35% | 13.95% |
5 Year | 13.09% | 13.09% | - |
Rolling Lumpsum Returns
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 12.29% | 12.29% | 14.77% |
3 Year | 11.65% | 11.65% | 21.85% |
5 Year | 11.6% | 11.6% | - |
Risk Management
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 12.45% | 12.45% | 18.31% |
Sharp | 0.64% | 0.64% | 0.97% |
Beta | 0.99% | 0.99% | 1.00% |
Alpha | -2.33% | -2.33% | -0.65% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Sumit Bhatnagar | Sumit Bhatnagar | Sharwan Kumar Goyal |
Total AUM | ₹1786 Cr | ₹1786 Cr | ₹27732 Cr |
Funds Managed | 6 | 6 | 8 |
LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 3.51 | 3.51 | 7.77 |
Large Cap | 95.36 | 95.36 | 57.12 |
Mid Cap | 1.12 | 1.12 | 35.11 |
Sector Allocation
Scheme Name |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 0.52 | 0.52 | -0.01 |
Energy | 10.93 | 10.93 | 0 |
Technology | 11.18 | 11.18 | 8.96 |
Industrials | 5.94 | 5.94 | 15.35 |
Basic Materials | 5.89 | 5.89 | 4.98 |
Consumer Defensive | 6.47 | 6.47 | 1.45 |
Financial Services | 37.23 | 37.23 | 49.45 |
Healthcare | 3.54 | 3.54 | 8.65 |
Consumer Cyclical | 11.08 | 11.08 | 6.14 |
Communication Services | 4.68 | 4.68 | 5.02 |
Utilities | 2.54 | 2.54 | - |
Top Comparisons
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns13.64%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.75%
HDFC Gilt Fund - Growth Plan
3Y Returns7.65%
LIC MF GILT FUND-Growth
3Y Returns6.56%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns20.51%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns14.65%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns18.19%
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.57%