LIC MF Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
UTI Nifty Next 50 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 Next 50 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 Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹367 Cr | ₹367 Cr | ₹5953 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 05 Dec 2002 | 05 Dec 2002 | 28 Jun 2018 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 50 TRI | Nifty Next 50 TRI |
| Turn Over | % | 40% | 49% |
| Expense Ratio | 1.01 | 1.01 | 0.8 |
| Manager | Sumit Bhatnagar | Sumit Bhatnagar | Deepesh Agarwal |
| ISIN Code | INF767K01162 | INF767K01162 | INF789FC11T3 |
| 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.56% | 0.56% | -1.89% |
| 6 Month | 4.78% | 4.78% | 1.66% |
| 1 Year | 6.28% | 6.28% | -6.01% |
| 3 Year | 12.09% | 12.09% | 16% |
| 5 Year | 14.04% | 14.04% | 16.45% |
SIP Return Analysis
| Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 3.39% | 3.39% | 0.21% |
| 1 Year | 15.49% | 15.49% | 10.66% |
| 3 Year | 12.28% | 12.28% | 14.63% |
| 5 Year | 12.17% | 12.17% | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 12.01% | 12.01% | 6.6% |
| 3 Year | 11.77% | 11.77% | 17.03% |
| 5 Year | 11.66% | 11.66% | 19.29% |
Risk Management
| Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 12.45% | 12.45% | 17.85% |
| Sharp | 0.64% | 0.64% | 0.58% |
| Beta | 0.99% | 0.99% | 1.00% |
| Alpha | -2.33% | -2.33% | -0.78% |
Fund Managers
| Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sumit Bhatnagar | Sumit Bhatnagar | Deepesh Agarwal |
| Total AUM | ₹1786 Cr | ₹1786 Cr | ₹35015 Cr |
| Funds Managed | 6 | 6 | 9 |
| LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | UTI Nifty Next 50 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.37 | 3.37 | 6.02 |
| Large Cap | 95.29 | 95.29 | 81.38 |
| Mid Cap | 1.34 | 1.34 | 12.6 |
Sector Allocation
| Scheme Name |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 0.08 | 0.08 | 0.06 |
| Energy | 10.88 | 10.88 | 5.63 |
| Technology | 10.22 | 10.22 | 2.45 |
| Industrials | 7.26 | 7.26 | 10.62 |
| Basic Materials | 6.15 | 6.15 | 12.86 |
| Healthcare | 4.31 | 4.31 | 6.26 |
| Consumer Defensive | 6.48 | 6.48 | 12.21 |
| Financial Services | 36.84 | 36.84 | 20.2 |
| Consumer Cyclical | 10.67 | 10.67 | 11.44 |
| Communication Services | 4.8 | 4.8 | 2.24 |
| Utilities | 2.32 | 2.32 | 12.63 |
| Real Estate | - | - | 3.41 |
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