LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs UTI Nifty 200 Momentum 30 Index Fund compare
IDBI Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹89 Cr | ₹89 Cr | ₹7668 Cr |
Min Investment | ₹5000 | ₹5000 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 20 Sep 2010 | 20 Sep 2010 | 10 Mar 2021 |
Category | Index Fund | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | Nifty 200 Momentum 30 TRI |
Turn Over | 47% | % | 36% |
Expense Ratio | 0.9 | 0.9 | 0.92 |
Manager | Sumit Bhatnagar | Sumit Bhatnagar | Sharwan Kumar Goyal |
ISIN Code | INF397L01174 | INF397L01174 | INF789F1AUS7 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | -4.61% | -4.61% | -4.69% |
6 Month | -18.58% | -18.58% | -22.29% |
1 Year | 3.23% | 3.23% | -4.9% |
3 Year | 14.38% | 14.38% | 13.74% |
5 Year | 15.68% | 15.68% | - |
SIP Return Analysis
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | - | - | - |
1 Year | -18.55% | -18.55% | -26.08% |
3 Year | 14.78% | 14.78% | 13.57% |
5 Year | 16.52% | 16.52% | - |
Rolling Lumpsum Returns
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 10.53% | 10.53% | 20.19% |
3 Year | 15.19% | 15.19% | 24.03% |
5 Year | 12.43% | 12.43% | - |
Risk Management
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 18.655% | 18.655% | 19.196% |
Sharp | 0.52% | 0.52% | 0.48% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular 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 |
IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 0.3 | 2.58 | -0.44 |
Large Cap | 91.2 | 87.69 | 69.34 |
Mid Cap | 8.46 | 9.74 | 31.12 |
Sector Allocation
Scheme Name |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 0.3 | 0.63 | -0.44 |
Electrical Equipment | 6.95 | - | - |
Pharmaceuticals & Biotechnology | 6.91 | - | - |
Personal Products | 4.28 | - | - |
Finance | 12.13 | - | - |
Banks | 6.18 | - | - |
Aerospace & Defense | 4.31 | - | - |
Cement & Cement Products | 3.67 | - | - |
Insurance | 4.26 | 3.42 | - |
Power | 6.54 | - | - |
Gas | 3.13 | - | - |
Consumer Durables | 2.21 | - | - |
Retailing | 5.75 | - | - |
Beverages | 3.2 | - | - |
Diversified Metals | 4.23 | - | - |
IT - Software | 2.82 | - | - |
Petroleum Products | 2.88 | - | - |
Realty | 3.25 | - | - |
Chemicals & Petrochemicals | 2.57 | - | - |
Auto Components | 4.33 | - | - |
Leisure Services | 1.32 | - | - |
Automobiles | 3.14 | - | - |
Transport Services | 3.72 | - | - |
Ferrous Metals | 1.88 | - | - |
Capital Goods | - | 18.4 | 18.83 |
Healthcare | - | 2.46 | 16.13 |
Consumer Staples | - | 9.84 | 2.61 |
Financial | - | 19.14 | 12.93 |
Materials | - | 4.1 | 5.71 |
Energy | - | 11.21 | 4.56 |
Services | - | 14.04 | 6.42 |
Metals & Mining | - | 4.84 | 2.42 |
Construction | - | 2.6 | 8.78 |
Chemicals | - | 2.24 | - |
Automobile | - | 5.5 | 22.07 |
Diversified | - | 1.59 | - |
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