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UTI Nifty Next 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 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 IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty Next 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 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) ₹89 Cr ₹89 Cr ₹4581 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 Jun 2018
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 Next 50 TRI
Turn Over 47% % 49%
Expense Ratio 0.9 0.9 0.8
Manager Sumit Bhatnagar Sumit Bhatnagar Deepesh Agarwal
ISIN Code INF397L01174 INF397L01174 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month 9.31% 9.31% 10.45%
6 Month -18.41% -18.41% -18.92%
1 Year 3.65% 3.65% 3.93%
3 Year 14.99% 14.99% 15.67%
5 Year 23.85% 23.85% 25.15%

SIP Return Analysis

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month -6.84% -6.84% -6.78%
1 Year -17.64% -17.64% -17.45%
3 Year 16.66% 16.66% 16.99%
5 Year 17.09% 17.09% 17.35%

Rolling Lumpsum Returns

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 10.53% 10.53% 10.44%
3 Year 15.19% 15.19% 17.14%
5 Year 12.43% 12.43% 17.42%

Risk Management

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 19.574% 19.574% 19.657%
Sharp 0.371% 0.371% 0.378%
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 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
IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth UTI Nifty Next 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 Next 50 Index Fund - Regular Plan - Growth Option

Others 0.26 0.26 -0.16
Large Cap 88.05 88.05 88.41
Mid Cap 11.69 11.69 11.75

Sector Allocation

Scheme Name

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

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

Others 0.26 0.26 -0.16
Industrials 14.26 14.26 14.31
Healthcare 5.8 5.8 5.83
Consumer Defensive 10.43 10.43 10.46
Financial Services 23.81 23.81 23.92
Basic Materials 10.15 10.15 10.19
Utilities 12.04 12.04 12.12
Technology 2.1 2.1 2.11
Energy 2.08 2.08 2.08
Real Estate 3.51 3.51 3.53
Consumer Cyclical 12.89 12.89 12.93
Communication Services 2.67 2.67 2.68

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