- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs UTI Nifty Next 50 Index Fund compare
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
UTI Nifty Next 50 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 Next 50 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 Next 50 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 | ₹5941 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 | 28 Jun 2018 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | Nifty Next 50 TRI |
| Turn Over | 47% | % | 49% |
| Expense Ratio | 0.9 | 0.9 | 0.8 |
| Manager | Sumit Bhatnagar | Sumit Bhatnagar | Deepesh Agarwal |
| ISIN Code | INF397L01174 | INF397L01174 | INF789FC11T3 |
| 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.9% | -0.9% | -0.88% |
| 6 Month | 3.98% | 3.98% | 3.91% |
| 1 Year | -2.03% | -2.03% | -1.87% |
| 3 Year | 16.05% | 16.05% | 16.35% |
| 5 Year | 17.43% | 17.43% | 17.59% |
SIP Return Analysis
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.64% | 1.64% | 1.71% |
| 1 Year | 11.45% | 11.45% | 11.6% |
| 3 Year | 15.6% | 15.6% | 15.88% |
| 5 Year | 15.37% | 15.37% | 15.57% |
Rolling Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 9.06% | 9.06% | 6.72% |
| 3 Year | 15.45% | 15.45% | 17.04% |
| 5 Year | 13.31% | 13.31% | 19.35% |
Risk Management
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 16.66% | 16.66% | 17.80% |
| Sharp | 0.93% | 0.93% | 0.65% |
| Beta | 1.14% | 1.14% | 1.00% |
| Alpha | 3.51% | 3.51% | -0.78% |
Fund Managers
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular 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 Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty Next 50 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 6.37 | 6.37 | 6.22 |
| Large Cap | 81.15 | 81.15 | 81.28 |
| Mid Cap | 12.48 | 12.48 | 12.5 |
Sector Allocation
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 0.2 | 0.2 | 0.06 |
| Industrials | 10.78 | 10.78 | 10.82 |
| Healthcare | 6.26 | 6.26 | 6.3 |
| Financial Services | 20.16 | 20.16 | 20.16 |
| Energy | 5.57 | 5.57 | 5.62 |
| Consumer Cyclical | 11.16 | 11.16 | 11.2 |
| Basic Materials | 12.67 | 12.67 | 12.69 |
| Consumer Defensive | 12.06 | 12.06 | 12.03 |
| Utilities | 13.05 | 13.05 | 13.06 |
| Technology | 2.25 | 2.25 | 2.26 |
| Real Estate | 3.54 | 3.54 | 3.52 |
| Communication Services | 2.29 | 2.29 | 2.29 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns12.9%
Quant Large Cap Fund Regular - Growth
3Y Returns13.66%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.93%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.5%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns23.85%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns16.1%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.89%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns15.56%
