- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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) | ₹96 Cr | ₹96 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 | 3.02% | 3.02% | 3.03% |
| 6 Month | 15.27% | 15.27% | 15.28% |
| 1 Year | -9.52% | -9.52% | -9.43% |
| 3 Year | 14.87% | 14.87% | 15.07% |
| 5 Year | 19.68% | 19.68% | 20.02% |
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 | 3.56% | 3.56% | 3.51% |
| 1 Year | 7.83% | 7.83% | 7.86% |
| 3 Year | 17.02% | 17.02% | 17.3% |
| 5 Year | 16.19% | 16.19% | 16.38% |
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 | 9.67% | 9.67% | 8.17% |
| 3 Year | 15.23% | 15.23% | 17.14% |
| 5 Year | 12.98% | 12.98% | 18.97% |
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 | 17.88% | 17.88% | 17.95% |
| Sharp | 0.47% | 0.47% | 0.48% |
| Beta | 0.99% | 0.99% | 1.00% |
| Alpha | -0.95% | -0.95% | -0.80% |
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 | 2.57 | 2.57 | 2.48 |
| Large Cap | 87.79 | 87.79 | 87.86 |
| Mid Cap | 9.64 | 9.64 | 9.67 |
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 | 0.25 | 0.25 | 0.15 |
| Industrials | 14.57 | 14.57 | 14.56 |
| Consumer Cyclical | 10.94 | 10.94 | 10.99 |
| Healthcare | 6.33 | 6.33 | 6.34 |
| Consumer Defensive | 13.87 | 13.87 | 13.89 |
| Financial Services | 20.26 | 20.26 | 20.27 |
| Energy | 5.09 | 5.09 | 5.09 |
| Basic Materials | 10 | 10 | 10 |
| Utilities | 10.7 | 10.7 | 10.68 |
| Technology | 2.04 | 2.04 | 2.04 |
| Real Estate | 3.63 | 3.63 | 3.65 |
| Communication Services | 2.32 | 2.32 | 2.33 |
Top Comparisons
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.97%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns19.05%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns18.45%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.61%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.75%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.44%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns7.42%
