LIC MF Nifty 50 Index Fund vs UTI Nifty Next 50 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 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 MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty Next 50 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 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) ₹316 Cr ₹316 Cr ₹4360 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 05 Jun 2018
Category Index Fund Index Fund Index Fund
Fund Type Open-ended Open-Ended
Benchmark NIFTY 50 TRI NIFTY 50 TRI Nifty Next 50 TRI
Turn Over % 40% 49%
Expense Ratio 1.01 1.01 0.79
Manager Sumit Bhatnagar Sumit Bhatnagar Deepesh Agarwal
ISIN Code INF767K01162 INF767K01162 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month -0.81% -0.81% 2.36%
6 Month 11.39% 11.39% 28.54%
1 Year 28.81% 28.81% 69.03%
3 Year 12.45% 12.45% 22.88%
5 Year 17.45% 17.45% 23.55%

SIP Return Analysis

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 10.98% 10.98% 32.87%
3 Year 26.24% 26.24% 56.87%
5 Year 53.73% 53.73% 91.94%

Rolling Lumpsum Returns

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 18.31% 18.31% 24.53%
3 Year 43.06% 43.06% 62.34%
5 Year 59.5% 59.5% 97.82%

Risk Management

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 12.45% 12.45% 16.75%
Sharp 0.64% 0.64% 0.93%
Beta 0.99% 0.99% 1.15%
Alpha -2.33% -2.33% 3.56%

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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 Next 50 Index Fund - Regular Plan - Growth Option
Name Sumit Bhatnagar Sumit Bhatnagar Deepesh Agarwal
Total AUM ₹1786 Cr ₹1786 Cr ₹35015 Cr
Fund Manage 6 6 9
LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth UTI Nifty Next 50 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 Next 50 Index Fund - Regular Plan - Growth Option

Others 1.33 1.33 1.96
Large Cap 97.98 97.98 88.22
Mid Cap 0.66 0.66 9.8

Sector Allocation

Scheme Name

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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

Others 0.49 0.49 -
Energy 14.48 14.48 11.27
Technology 11.97 11.97 -
Construction 4.36 4.36 2.6
Metals & Mining 3.24 3.24 4.85
Materials 4.42 4.42 4.13
Consumer Staples 7.98 7.98 9.91
Financial 32.76 32.76 19.29
Healthcare 4.19 4.19 2.47
Automobile 7.99 7.99 5.58
Insurance 1.2 1.2 3.43
Consumer Discretionary 1.35 1.35 -
Communication 3.58 3.58 -
Services 1.96 1.96 14.13
Capital Goods - - 18.49
Chemicals - - 2.24
Diversified - - 1.59

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