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LIC MF Nifty 50 Index Fund vs UTI Nifty 200 Momentum 30 Index Fund compare
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
Chart Comparison
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) | ₹314 Cr | ₹314 Cr | ₹7668 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 05 Dec 2002 | 05 Dec 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 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Data not available./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 | -2.62% | -2.62% | -7.41% |
| 6 Month | -11.6% | -11.6% | -26.4% |
| 1 Year | 0.73% | 0.73% | -13.03% |
| 3 Year | 10.62% | 10.62% | 11.64% |
| 5 Year | 18.45% | 18.45% | - |
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 | -6.63% | -6.63% | -18.5% |
| 1 Year | -11.11% | -11.11% | -38.32% |
| 3 Year | 8.22% | 8.22% | 8.6% |
| 5 Year | 11.72% | 11.72% | - |
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 | 12.79% | 12.79% | 20.19% |
| 3 Year | 11.61% | 11.61% | 24.03% |
| 5 Year | 11.49% | 11.49% | - |
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% | 19.196% |
| Sharp | 0.64% | 0.64% | 0.48% |
| Beta | 0.99% | 0.99% | - |
| Alpha | -2.33% | -2.33% | - |
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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 |
| Funds Managed | 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 | 0.97 | 0.97 | -0.09 |
| Large Cap | 97.76 | 97.76 | 64.99 |
| Mid Cap | 1.27 | 1.27 | 35.1 |
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 | 0.11 | 0.11 | -0.09 |
| Energy | 10.91 | 10.91 | 0.91 |
| Technology | 13.15 | 13.15 | 31.12 |
| Industrials | 5.42 | 5.42 | 5.96 |
| Basic Materials | 6 | 6 | 2.73 |
| Consumer Defensive | 7.63 | 7.63 | 2.16 |
| Financial Services | 36.51 | 36.51 | 8.6 |
| Healthcare | 3.8 | 3.8 | 14.43 |
| Consumer Cyclical | 9.59 | 9.59 | 24.56 |
| Communication Services | 4.24 | 4.24 | 9.62 |
| Utilities | 2.62 | 2.62 | - |
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