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

Link copied to clipboard!

tortoise-icon IDBI Nifty Next 50 Index Fund Growth

Invest Now

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

Invest Now

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

Invest Now

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) ₹94 Cr ₹94 Cr ₹4692 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 1.87% 1.87% 1.88%
6 Month -4.57% -4.57% -4.53%
1 Year 31.55% 31.55% 31.89%
3 Year 18.14% 18.14% 18.28%
5 Year 19.14% 19.14% 19.48%

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 - - -
1 Year 11.51% 11.51% 11.75%
3 Year 25.48% 25.48% 25.76%
5 Year 22.75% 22.75% 23.03%

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 10.1% 10.1% 9.37%
3 Year 15.15% 15.15% 17.21%
5 Year 12.16% 12.16% 16.87%

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 16.66% 16.66% 16.75%
Sharp 0.93% 0.93% 0.93%
Beta 1.14% 1.14% 1.15%
Alpha 3.51% 3.51% 3.56%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 0.3 2.58 1.96
Large Cap 91.2 87.69 88.22
Mid Cap 8.46 9.74 9.8

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 0.3 0.63 -
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 3.43
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 18.49
Healthcare - 2.46 2.47
Consumer Staples - 9.84 9.91
Financial - 19.14 19.29
Materials - 4.1 4.13
Energy - 11.21 11.27
Services - 14.04 14.13
Metals & Mining - 4.84 4.85
Construction - 2.6 2.6
Chemicals - 2.24 2.24
Automobile - 5.5 5.58
Diversified - 1.59 1.59

Top Comparisons

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.91%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.86%

Compare Now

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns5.85%

VS

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns5.87%

Compare Now

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns5.88%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.94%

Compare Now

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns17.95%

VS

HSBC Managed Solutions - Growth - Growth HSBC Managed Solutions - Growth - Growth

3Y Returns13.99%

Compare Now
Request call back
Add to Cart Successfully