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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) | ₹329 Cr | ₹329 Cr | ₹5482 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 | 2.4% | 2.4% | 3.76% |
| 6 Month | 13.03% | 13.03% | 17.23% |
| 1 Year | -0.38% | -0.38% | -8.38% |
| 3 Year | 12.97% | 12.97% | 15.99% |
| 5 Year | 16.84% | 16.84% | 20% |
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 | 2.98% | 2.98% | 3.51% |
| 1 Year | 10.06% | 10.06% | 7.86% |
| 3 Year | 11.93% | 11.93% | 17.3% |
| 5 Year | 12.29% | 12.29% | 16.38% |
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 | 12.29% | 12.29% | 8.17% |
| 3 Year | 11.65% | 11.65% | 17.14% |
| 5 Year | 11.6% | 11.6% | 18.97% |
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% | 17.95% |
| Sharp | 0.64% | 0.64% | 0.48% |
| Beta | 0.99% | 0.99% | 1.00% |
| Alpha | -2.33% | -2.33% | -0.80% |
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 | 3.38 | 3.38 | 2.48 |
| Large Cap | 95.48 | 95.48 | 87.86 |
| Mid Cap | 1.14 | 1.14 | 9.67 |
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 | 0.53 | 0.53 | 0.15 |
| Energy | 10.5 | 10.5 | 5.09 |
| Technology | 10.39 | 10.39 | 2.04 |
| Industrials | 5.9 | 5.9 | 14.56 |
| Basic Materials | 6.08 | 6.08 | 10 |
| Consumer Defensive | 6.71 | 6.71 | 13.89 |
| Financial Services | 37.68 | 37.68 | 20.27 |
| Healthcare | 3.76 | 3.76 | 6.34 |
| Consumer Cyclical | 11.25 | 11.25 | 10.99 |
| Communication Services | 4.63 | 4.63 | 2.33 |
| Utilities | 2.57 | 2.57 | 10.68 |
| Real Estate | - | - | 3.65 |
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