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) | ₹314 Cr | ₹314 Cr | ₹4581 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 | 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 | 3.48% | 3.48% | 2.94% |
6 Month | 4.74% | 4.74% | -2.34% |
1 Year | 9.86% | 9.86% | -1.44% |
3 Year | 14.98% | 14.98% | 19.56% |
5 Year | 22.09% | 22.09% | 23.41% |
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 | 7.02% | 7.02% | 5.22% |
1 Year | 9.06% | 9.06% | -3.41% |
3 Year | 14.47% | 14.47% | 19.75% |
5 Year | 14.51% | 14.51% | 18.28% |
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 | 12.79% | 12.79% | 10.44% |
3 Year | 11.61% | 11.61% | 17.14% |
5 Year | 11.49% | 11.49% | 17.42% |
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% | 19.657% |
Sharp | 0.64% | 0.64% | 0.378% |
Beta | 0.99% | 0.99% | - |
Alpha | -2.33% | -2.33% | - |
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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 | 0.15 | 0.15 | -0.16 |
Large Cap | 98.83 | 98.83 | 88.41 |
Mid Cap | 1.01 | 1.01 | 11.75 |
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 | 0.15 | 0.15 | -0.16 |
Petroleum Products | 8.14 | 8.14 | - |
IT - Software | 11.93 | 11.93 | - |
Construction | 3.86 | 3.86 | - |
Ferrous Metals | 2.16 | 2.16 | - |
Consumer Durables | 2.2 | 2.2 | - |
Diversified FMCG | 5.46 | 5.46 | - |
Non - Ferrous Metals | 0.94 | 0.94 | - |
Banks | 31.19 | 31.19 | - |
Pharmaceuticals & Biotechnology | 3.15 | 3.15 | - |
Cement & Cement Products | 2.14 | 2.14 | - |
Automobiles | 6.93 | 6.93 | - |
Insurance | 1.33 | 1.33 | - |
Agricultural Food & other Products | 0.61 | 0.61 | - |
Oil | 0.9 | 0.9 | - |
Food Products | 0.76 | 0.76 | - |
Aerospace & Defense | 1.01 | 1.01 | - |
Finance | 4.71 | 4.71 | - |
Telecom - Services | 4.37 | 4.37 | - |
Metals & Minerals Trading | 0.56 | 0.56 | - |
Healthcare Services | 0.61 | 0.61 | - |
Consumable Fuels | 0.85 | 0.85 | - |
Power | 2.85 | 2.85 | - |
Transport Infrastructure | 0.83 | 0.83 | - |
Retailing | 2.35 | 2.35 | - |
Industrials | - | - | 14.31 |
Healthcare | - | - | 5.83 |
Consumer Defensive | - | - | 10.46 |
Financial Services | - | - | 23.92 |
Basic Materials | - | - | 10.19 |
Utilities | - | - | 12.12 |
Technology | - | - | 2.11 |
Energy | - | - | 2.08 |
Real Estate | - | - | 3.53 |
Consumer Cyclical | - | - | 12.93 |
Communication Services | - | - | 2.68 |
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