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) ₹319 Cr ₹319 Cr ₹8121 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 0.91
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 -1.06% -1.06% -9.53%
6 Month -4.02% -4.02% -16.19%
1 Year 8.77% 8.77% 3.71%
3 Year 10.74% 10.74% 14.78%
5 Year 14.6% 14.6% -

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 0.62% 0.62% -4.14%
3 Year 12.68% 12.68% 24.3%
5 Year 15.03% 15.03% -

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 12.81% 12.81% 19.39%
3 Year 11.63% 11.63% 25.25%
5 Year 11.44% 11.44% -

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 0.26 0.26 -0.44
Large Cap 99.75 99.75 69.34
Mid Cap - - 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 0.26 0.26 -0.44
Petroleum Products 8.92 8.92 -
IT - Software 12.89 12.89 -
Construction 3.94 3.94 8.78
Ferrous Metals 1.98 1.98 -
Consumer Durables 2.45 2.45 -
Diversified FMCG 6.3 6.3 -
Non - Ferrous Metals 0.89 0.89 -
Banks 29.22 29.22 -
Pharmaceuticals & Biotechnology 3.33 3.33 -
Cement & Cement Products 2.04 2.04 -
Automobiles 7.45 7.45 -
Insurance 1.38 1.38 -
Agricultural Food & other Products 0.6 0.6 -
Oil 0.95 0.95 -
Food Products 1.37 1.37 -
Aerospace & Defense 0.93 0.93 -
Finance 3.44 3.44 -
Telecom - Services 3.97 3.97 -
Metals & Minerals Trading 0.63 0.63 -
Healthcare Services 0.65 0.65 -
Consumable Fuels 0.94 0.94 -
Power 3.09 3.09 -
Transport Infrastructure 0.93 0.93 -
Retailing 1.46 1.46 -
Healthcare - - 16.13
Financial - - 12.93
Automobile - - 22.07
Capital Goods - - 18.83
Consumer Staples - - 2.61
Materials - - 5.71
Services - - 6.42
Metals & Mining - - 2.42
Energy - - 4.56

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