UTI Nifty 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

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tortoise-icon IDBI Nifty Next 50 Index Fund Growth

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tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

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tortoise-icon UTI Nifty 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 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) ₹90 Cr ₹90 Cr ₹18345 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 06 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 0.38
Manager Sumit Bhatnagar Sumit Bhatnagar Deepesh Agarwal
ISIN Code INF397L01174 INF397L01174 INF789F01JN2
Exits Load /365 /365 Nil/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 2.29% 2.29% 1.07%
6 Month 28.31% 28.31% 14.81%
1 Year 68.38% 68.38% 30.71%
3 Year 22.75% 22.75% 15.4%
5 Year 23.13% 23.13% 18.71%

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 - - -
1 Year 32.61% 32.61% 11.34%
3 Year 56.36% 56.36% 27.69%
5 Year 90.57% 90.57% 57.22%

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 24.09% 24.09% 19.22%
3 Year 61.53% 61.53% 45.66%
5 Year 96.33% 96.33% 63.19%

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 16.66% 16.66% 12.47%
Sharp 0.93% 0.93% 0.69%
Beta 1.14% 1.14% 0.99%
Alpha 3.51% 3.51% -1.72%

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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
Fund Manage 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 0.47 2.58 1.03
Large Cap 89.47 87.69 98.26
Mid Cap 10.08 9.74 0.67

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 0.47 0.63 0.19
Capital Goods 15.66 18.4 -
Healthcare 2.47 2.46 4.19
Consumer Staples 10 9.84 8.01
Financial 19.92 19.14 32.84
Materials 4.3 4.1 4.45
Insurance 3.76 3.42 1.21
Energy 11.68 11.21 14.5
Services 14.69 14.04 1.96
Metals & Mining 4.48 4.84 3.23
Construction 2.93 2.6 4.36
Chemicals 2.38 2.24 -
Automobile 5.33 5.5 8.04
Diversified 1.95 1.59 -
Technology - - 12.03
Consumer Discretionary - - 1.36
Communication - - 3.59

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