LIC MF Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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tortoise-icon UTI Nifty 200 Momentum 30 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 MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹316 Cr ₹316 Cr ₹6972 Cr
Min Investment ₹5000 ₹5000 ₹1000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 28 Nov 2002 28 Nov 2002 10 Mar 2021
Category Index Fund Index Fund Index Fund
Fund Type Open-ended Open-Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 50 TRI Nifty 200 Momentum 30 TRI
Turn Over % 40% 36%
Expense Ratio 1.01 1.01 0.92
Manager Sumit Bhatnagar Sumit Bhatnagar Sharwan Kumar Goyal
ISIN Code INF767K01162 INF767K01162 INF789F1AUS7
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 0.25%, if redeemed within 7 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month 3.52% 3.52% 2%
6 Month 15.69% 15.69% 23.89%
1 Year 25.75% 25.75% 66.97%
3 Year 13.27% 13.27% 25.29%
5 Year 18.59% 18.59% -

SIP Return Analysis

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 10.98% 10.98% 31.81%
3 Year 26.24% 26.24% 64.81%
5 Year 53.73% 53.73% 69.98%

Rolling Lumpsum Returns

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 18.31% 18.31% 24.08%
3 Year 43.06% 43.06% 70.45%
5 Year 59.5% 59.5% 72%

Risk Management

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.45% 12.45% 17.24%
Sharp 0.64% 0.64% 1.12%
Beta 0.99% 0.99% 1.16%
Alpha -2.33% -2.33% 7.34%

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Fund Managers

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Sumit Bhatnagar Sumit Bhatnagar Sharwan Kumar Goyal
Total AUM ₹1786 Cr ₹1786 Cr ₹27732 Cr
Fund Manage 6 6 8
LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 1.33 1.33 -0.44
Large Cap 97.98 97.98 69.34
Mid Cap 0.66 0.66 31.12

Sector Allocation

Scheme Name

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 0.49 0.49 -0.44
Energy 14.48 14.48 4.56
Technology 11.97 11.97 -
Construction 4.36 4.36 8.78
Metals & Mining 3.24 3.24 2.42
Materials 4.42 4.42 5.71
Consumer Staples 7.98 7.98 2.61
Financial 32.76 32.76 12.93
Healthcare 4.19 4.19 16.13
Automobile 7.99 7.99 22.07
Insurance 1.2 1.2 -
Consumer Discretionary 1.35 1.35 -
Communication 3.58 3.58 -
Services 1.96 1.96 6.42
Capital Goods - - 18.83

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