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

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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tortoise-icon 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) ₹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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