LIC MF Nifty 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
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
Chart Comparison
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) | ₹314 Cr | ₹314 Cr | ₹4581 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 | 28 Jun 2018 |
Category | Index Fund | Index Fund | Index Fund |
Fund Type | Open Ended | 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 | 0.8 |
Manager | Sumit Bhatnagar | Sumit Bhatnagar | Deepesh Agarwal |
ISIN Code | INF767K01162 | INF767K01162 | INF789FC11T3 |
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 Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 4.61% | 4.61% | 9.26% |
6 Month | -10.31% | -10.31% | -19.23% |
1 Year | 3.27% | 3.27% | 1.14% |
3 Year | 9.54% | 9.54% | 14.2% |
5 Year | 22.81% | 22.81% | 24.61% |
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 | -1.39% | -1.39% | -6.78% |
1 Year | -3.85% | -3.85% | -17.45% |
3 Year | 11.2% | 11.2% | 16.99% |
5 Year | 13.4% | 13.4% | 17.35% |
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 | 12.79% | 12.79% | 10.44% |
3 Year | 11.61% | 11.61% | 17.14% |
5 Year | 11.49% | 11.49% | 17.42% |
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% | 19.657% |
Sharp | 0.64% | 0.64% | 0.378% |
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 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 |
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 | 0.97 | 0.97 | -0.16 |
Large Cap | 97.76 | 97.76 | 88.41 |
Mid Cap | 1.27 | 1.27 | 11.75 |
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 | 0.11 | 0.11 | -0.16 |
Energy | 10.91 | 10.91 | 2.08 |
Technology | 13.15 | 13.15 | 2.11 |
Industrials | 5.42 | 5.42 | 14.31 |
Basic Materials | 6 | 6 | 10.19 |
Consumer Defensive | 7.63 | 7.63 | 10.46 |
Financial Services | 36.51 | 36.51 | 23.92 |
Healthcare | 3.8 | 3.8 | 5.83 |
Consumer Cyclical | 9.59 | 9.59 | 12.93 |
Communication Services | 4.24 | 4.24 | 2.68 |
Utilities | 2.62 | 2.62 | 12.12 |
Real Estate | - | - | 3.53 |
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