Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs UTI Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon LIC Nifty Next 50 Index Fund Growth

Invest Now

tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹99 Cr ₹99 Cr ₹5482 Cr
Min Investment ₹5000 ₹5000 ₹1000
Min SIP Invesment ₹1000 ₹1000 ₹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 -0.07% -0.07% -0.04%
6 Month 11.1% 11.1% 11.14%
1 Year -9.71% -9.71% -9.6%
3 Year 17.82% 17.82% 18.12%
5 Year 19.81% 19.81% 19.99%

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 2.37% 2.37% 2.35%
1 Year 10.47% 10.47% 10.55%
3 Year 16.35% 16.35% 16.62%
5 Year 15.72% 15.72% 15.91%

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 9.43% 9.43% 7.7%
3 Year 15.28% 15.28% 16.95%
5 Year 13.13% 13.13% 19.26%

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 17.73% 17.73% 17.79%
Sharp 0.59% 0.59% 0.60%
Beta 0.99% 0.99% 1.00%
Alpha -1.01% -1.01% -0.79%

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 2.77 2.77 2.54
Large Cap 87.59 87.59 87.78
Mid Cap 9.64 9.64 9.68

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 0.46 0.46 0.22
Industrials 14.47 14.47 14.49
Consumer Cyclical 11.88 11.88 11.89
Healthcare 6.11 6.11 6.14
Consumer Defensive 14.18 14.18 14.23
Financial Services 19.5 19.5 19.58
Energy 4.89 4.89 4.87
Basic Materials 10.05 10.05 10.09
Utilities 10.49 10.49 10.5
Technology 2.08 2.08 2.09
Real Estate 3.56 3.56 3.56
Communication Services 2.31 2.31 2.32

Top Comparisons

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.88%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.82%

Compare Now

Kotak Midcap Fund - Growth Kotak Midcap Fund - Growth

3Y Returns22.72%

VS

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns20.84%

Compare Now

Kotak Large & Midcap Fund - Growth Kotak Large & Midcap Fund - Growth

3Y Returns19.91%

VS

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns17.28%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.34%

VS

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns20.22%

Compare Now
Add to Cart Successfully