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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) | ₹330 Cr | ₹330 Cr | ₹8204 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 | 5.04% | 5.04% | 5.78% |
| 6 Month | 6.75% | 6.75% | 7.92% |
| 1 Year | 6.53% | 6.53% | -8.71% |
| 3 Year | 13.28% | 13.28% | 17.07% |
| 5 Year | 17.32% | 17.32% | - |
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 | 3.28% | 3.28% | 2.93% |
| 1 Year | 14.21% | 14.21% | 8.68% |
| 3 Year | 12.85% | 12.85% | 13.38% |
| 5 Year | 12.81% | 12.81% | - |
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 | 12.17% | 12.17% | 13.34% |
| 3 Year | 11.7% | 11.7% | 20.81% |
| 5 Year | 11.63% | 11.63% | - |
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% | 17.76% |
| Sharp | 0.64% | 0.64% | 0.57% |
| Beta | 0.99% | 0.99% | 1.00% |
| Alpha | -2.33% | -2.33% | -0.66% |
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 | 3.32 | 3.32 | 8.14 |
| Large Cap | 95.3 | 95.3 | 58.08 |
| Mid Cap | 1.38 | 1.38 | 33.77 |
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 | 0.22 | 0.22 | 0 |
| Energy | 10.37 | 10.37 | - |
| Technology | 9.89 | 9.89 | 9.1 |
| Industrials | 7.05 | 7.05 | 14.97 |
| Basic Materials | 6.26 | 6.26 | 4.4 |
| Healthcare | 4.28 | 4.28 | 7.9 |
| Consumer Defensive | 6.79 | 6.79 | 1.44 |
| Financial Services | 36.44 | 36.44 | 50.03 |
| Consumer Cyclical | 11.64 | 11.64 | 7.15 |
| Communication Services | 4.53 | 4.53 | 5.01 |
| Utilities | 2.54 | 2.54 | - |
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