Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Nifty 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth 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 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 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 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 ₹24336 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 Mar 2000
Category Index Index Index
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 47% % 5%
Expense Ratio 0.9 0.9 0.25
Manager Sumit Bhatnagar Sumit Bhatnagar Deepesh Agarwal
ISIN Code INF397L01174 INF397L01174 INF789F01JN2
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 50 Index Fund - Regular Plan - Growth Option
1 Month 2.52% 2.52% 3.64%
6 Month 8.45% 8.45% 6.53%
1 Year - - 7.28%
3 Year 17.49% 17.49% 13.5%
5 Year 20.39% 20.39% 18.16%

SIP Return Analysis

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month 2.6% 2.6% 3.49%
1 Year 11.74% 11.74% 15.1%
3 Year 17.14% 17.14% 13.74%
5 Year 16.27% 16.27% 13.69%

Rolling Lumpsum Returns

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 9.43% 9.43% 12.87%
3 Year 15.28% 15.28% 13.12%
5 Year 13.13% 13.13% 13.09%

Risk Management

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.73% 17.73% 11.78%
Sharp 0.59% 0.59% 0.61%
Beta 0.99% 0.99% 1.00%
Alpha -1.01% -1.01% -0.34%

Fund Managers

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty 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 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 50 Index Fund - Regular Plan - Growth Option

Others 6.64 6.64 3.05
Large Cap 81 81 95.55
Mid Cap 12.36 12.36 1.4

Sector Allocation

Scheme Name

LIC Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.59 0.59 -0.07
Industrials 11.15 11.15 7.09
Consumer Cyclical 11.44 11.44 11.68
Healthcare 5.91 5.91 4.3
Consumer Defensive 12.39 12.39 6.79
Financial Services 19.92 19.92 36.5
Energy 5.35 5.35 10.37
Basic Materials 12.76 12.76 6.33
Utilities 12.74 12.74 2.56
Technology 2.09 2.09 9.91
Real Estate 3.41 3.41 -
Communication Services 2.24 2.24 4.54

Top Comparisons

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.75%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns7.76%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns7.92%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns7.88%

Compare Now

Aditya Birla Sun Life Consumption Fund-Growth Option Aditya Birla Sun Life Consumption Fund-Growth Option

3Y Returns14.37%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns13.52%

Compare Now
Add to Cart Successfully