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LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs UTI Nifty 200 Momentum 30 Index Fund compare
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹102 Cr | ₹102 Cr | ₹8707 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 20 Sep 2010 | 20 Sep 2010 | 10 Mar 2021 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | Nifty 200 Momentum 30 TRI |
| Turn Over | 47% | % | 36% |
| Expense Ratio | 0.9 | 0.9 | 0.92 |
| Manager | Sumit Bhatnagar | Sumit Bhatnagar | Sharwan Kumar Goyal |
| ISIN Code | INF397L01174 | INF397L01174 | INF789F1AUS7 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -2.11% | -2.11% | 1.46% |
| 6 Month | 2.63% | 2.63% | 2.63% |
| 1 Year | -5.09% | -5.09% | -8.83% |
| 3 Year | 15.78% | 15.78% | 16.5% |
| 5 Year | 16.72% | 16.72% | - |
SIP Return Analysis
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 0.97% | 0.97% | 3.97% |
| 1 Year | 10.06% | 10.06% | 13.88% |
| 3 Year | 14.54% | 14.54% | 12.16% |
| 5 Year | 14.59% | 14.59% | - |
Rolling Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 9.06% | 9.06% | 13.34% |
| 3 Year | 15.46% | 15.46% | 20.81% |
| 5 Year | 13.32% | 13.32% | - |
Risk Management
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 16.66% | 16.66% | 17.81% |
| Sharp | 0.93% | 0.93% | 0.58% |
| Beta | 1.14% | 1.14% | 1.00% |
| Alpha | 3.51% | 3.51% | -0.66% |
Fund Managers
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Sumit Bhatnagar | Sumit Bhatnagar | Sharwan Kumar Goyal |
| Total AUM | ₹1786 Cr | ₹1786 Cr | ₹27732 Cr |
| Funds Managed | 6 | 6 | 8 |
| LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 0.17 | 6.37 | 8.27 |
| Large Cap | 93.23 | 81.15 | 57.81 |
| Mid Cap | 6.62 | 12.48 | 33.92 |
Sector Allocation
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 0.17 | 0.2 | 0.03 |
| Electrical Equipment | 5.69 | - | - |
| Pharmaceuticals & Biotechnology | 6.27 | - | - |
| Finance | 11.25 | - | - |
| Banks | 6 | - | - |
| Petroleum Products | 5.58 | - | - |
| Leisure Services | 2.78 | - | - |
| Aerospace & Defense | 3.79 | - | - |
| Cement & Cement Products | 3.13 | - | - |
| Insurance | 2.91 | - | - |
| Automobiles | 5.04 | - | - |
| Personal Products | 1.92 | - | - |
| Power | 9.75 | - | - |
| Gas | 2.1 | - | - |
| Consumer Durables | 1.61 | - | - |
| Retailing | 4.91 | - | - |
| Beverages | 4.56 | - | - |
| Diversified Metals | 3.58 | - | - |
| IT - Software | 2.25 | - | - |
| Food Products | 2.96 | - | - |
| Industrial Manufacturing | 0.89 | - | - |
| Non - Ferrous Metals | 0.88 | - | - |
| Realty | 3.54 | - | - |
| Chemicals & Petrochemicals | 3.37 | - | - |
| Auto Components | 3.38 | - | - |
| Ferrous Metals | 1.71 | - | - |
| Industrials | - | 10.78 | 14.59 |
| Healthcare | - | 6.26 | 8.29 |
| Financial Services | - | 20.16 | 49.57 |
| Energy | - | 5.57 | - |
| Consumer Cyclical | - | 11.16 | 7.01 |
| Basic Materials | - | 12.67 | 4.22 |
| Consumer Defensive | - | 12.06 | 1.47 |
| Utilities | - | 13.05 | - |
| Technology | - | 2.25 | 9.62 |
| Real Estate | - | 3.54 | - |
| Communication Services | - | 2.29 | 5.2 |
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