UTI Nifty 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
IDBI Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
UTI Nifty 50 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 50 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 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹89 Cr | ₹89 Cr | ₹20351 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 | 28 Mar 2000 |
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 50 TRI |
Turn Over | 47% | % | 5% |
Expense Ratio | 0.9 | 0.9 | 0.25 |
Manager | Sumit Bhatnagar | Sumit Bhatnagar | Deepesh Agarwal |
ISIN Code | INF397L01174 | INF397L01174 | INF789F01JN2 |
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 50 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 9.31% | 9.31% | 6.3% |
6 Month | -18.41% | -18.41% | -8.59% |
1 Year | 3.65% | 3.65% | 6.26% |
3 Year | 14.99% | 14.99% | 11.34% |
5 Year | 23.85% | 23.85% | 23.27% |
SIP Return Analysis
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | -6.84% | -6.84% | -1.2% |
1 Year | -17.64% | -17.64% | -3.14% |
3 Year | 16.66% | 16.66% | 12.05% |
5 Year | 17.09% | 17.09% | 14.33% |
Rolling Lumpsum Returns
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 10.53% | 10.53% | 13.52% |
3 Year | 15.19% | 15.19% | 13.1% |
5 Year | 12.43% | 12.43% | 12.93% |
Risk Management
Scheme Name | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 19.574% | 19.574% | 13.113% |
Sharp | 0.371% | 0.371% | 0.35% |
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 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 |
IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | UTI Nifty 50 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 50 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 0.26 | 0.26 | 0.7 |
Large Cap | 88.05 | 88.05 | 98.02 |
Mid Cap | 11.69 | 11.69 | 1.28 |
Sector Allocation
Scheme Name |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 0.26 | 0.26 | -0.17 |
Industrials | 14.26 | 14.26 | 5.45 |
Healthcare | 5.8 | 5.8 | 3.83 |
Consumer Defensive | 10.43 | 10.43 | 7.65 |
Financial Services | 23.81 | 23.81 | 36.6 |
Basic Materials | 10.15 | 10.15 | 6.03 |
Utilities | 12.04 | 12.04 | 2.64 |
Technology | 2.1 | 2.1 | 13.17 |
Energy | 2.08 | 2.08 | 10.95 |
Real Estate | 3.51 | 3.51 | - |
Consumer Cyclical | 12.89 | 12.89 | 9.62 |
Communication Services | 2.67 | 2.67 | 4.25 |
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