UTI Nifty Next 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
IDBI 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 | IDBI 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 | IDBI 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 | Very High | Very High | Very High |
Asset Size (Cr) | ₹89 Cr | ₹89 Cr | ₹4581 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 | IDBI 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 | 1.06% | 1.06% | 0.87% |
6 Month | -2.81% | -2.81% | -2.78% |
1 Year | -6.91% | -6.91% | -6.84% |
3 Year | 23.14% | 23.14% | 23.35% |
5 Year | 20.98% | 20.98% | 21.35% |
SIP Return Analysis
Scheme Name | IDBI 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 | 4.75% | 4.75% | 4.67% |
1 Year | -3.46% | -3.46% | -3.48% |
3 Year | 17.97% | 17.97% | 18.22% |
5 Year | 17.28% | 17.28% | 17.48% |
Rolling Lumpsum Returns
Scheme Name | IDBI 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 | 9.92% | 9.92% | 9.04% |
3 Year | 15.15% | 15.15% | 16.9% |
5 Year | 12.73% | 12.73% | 17.76% |
Risk Management
Scheme Name | IDBI 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 | 19.574% | 19.574% | 19.657% |
Sharp | 0.371% | 0.371% | 0.378% |
Beta | - | - | - |
Alpha | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | IDBI 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 |
IDBI 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 |
IDBI 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 | 0.26 | 0.26 | -0.16 |
Large Cap | 88.05 | 88.05 | 88.41 |
Mid Cap | 11.69 | 11.69 | 11.75 |
Sector Allocation
Scheme Name |
IDBI 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 | 0.26 | 0.26 | -0.16 |
Industrials | 14.26 | 14.26 | 14.31 |
Healthcare | 5.8 | 5.8 | 5.83 |
Consumer Defensive | 10.43 | 10.43 | 10.46 |
Financial Services | 23.81 | 23.81 | 23.92 |
Basic Materials | 10.15 | 10.15 | 10.19 |
Utilities | 12.04 | 12.04 | 12.12 |
Technology | 2.1 | 2.1 | 2.11 |
Energy | 2.08 | 2.08 | 2.08 |
Real Estate | 3.51 | 3.51 | 3.53 |
Consumer Cyclical | 12.89 | 12.89 | 12.93 |
Communication Services | 2.67 | 2.67 | 2.68 |
Top Comparisons
Kotak Medium Term Fund - Growth
3Y Returns7.88%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.31%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns27.96%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.68%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns19.62%
UTI - Master Share-Growth Option
3Y Returns17.81%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.88%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.19%