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

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tortoise-icon LIC Nifty Next 50 Index Fund Growth

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

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

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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) ₹98 Cr ₹98 Cr ₹5497 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

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