LIC MF Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare

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LIC MF Nifty 50 Index Fund-Growth

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LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹331 Cr	₹331 Cr	₹5288 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

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	3.54%	3.54%	2.64%
6 Month	6.31%	6.31%	-0.85%
1 Year	4.9%	4.9%	-5.89%
3 Year	17.19%	17.19%	22.39%
5 Year	19.14%	19.14%	21.14%

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	9.33%	9.33%	10.09%
1 Year	13.6%	13.6%	3.77%
3 Year	15.35%	15.35%	20.45%
5 Year	14.87%	14.87%	18.68%

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	12.43%	12.43%	9.04%
3 Year	11.59%	11.59%	16.9%
5 Year	11.55%	11.55%	17.76%

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%	19.53%
Sharp	0.64%	0.64%	0.68%
Beta	0.99%	0.99%	1.00%
Alpha	-2.33%	-2.33%	-0.80%

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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

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	0.2	0.2	3.22
Large Cap	98.7	98.7	87.08
Mid Cap	1.1	1.1	9.7

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	0.2	0.2	0.85
Petroleum Products	8.57	8.57	-
IT - Software	11.27	11.27	-
Construction	3.85	3.85	-
Ferrous Metals	2.02	2.02	-
Consumer Durables	2.22	2.22	-
Diversified FMCG	5.32	5.32	-
Non - Ferrous Metals	0.82	0.82	-
Banks	31.28	31.28	-
Pharmaceuticals & Biotechnology	3.01	3.01	-
Cement & Cement Products	2.03	2.03	-
Automobiles	7.13	7.13	-
Insurance	1.47	1.47	-
Agricultural Food & other Products	0.64	0.64	-
Oil	0.83	0.83	-
Food Products	0.76	0.76	-
Aerospace & Defense	1.23	1.23	-
Finance	4.77	4.77	-
Telecom - Services	4.45	4.45	-
Metals & Minerals Trading	0.58	0.58	-
Healthcare Services	0.62	0.62	-
Consumable Fuels	0.8	0.8	-
Power	2.58	2.58	-
Transport Infrastructure	0.94	0.94	-
Retailing	2.61	2.61	-
Industrials	-	-	14.62
Consumer Cyclical	-	-	10.29
Healthcare	-	-	6
Consumer Defensive	-	-	13.69
Financial Services	-	-	20.72
Energy	-	-	4.91
Basic Materials	-	-	10.02
Utilities	-	-	10.63
Technology	-	-	2
Real Estate	-	-	3.89
Communication Services	-	-	2.37