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) ₹90 Cr ₹90 Cr ₹4360 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 05 Jun 2018
Category Index Fund Index Fund Index Fund
Fund Type 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 0.79
Manager Sumit Bhatnagar Sumit Bhatnagar Deepesh Agarwal
ISIN Code INF397L01174 INF397L01174 INF789FC11T3
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 Next 50 Index Fund - Regular Plan - Growth Option
1 Month 2.29% 2.29% 2.36%
6 Month 28.31% 28.31% 28.54%
1 Year 68.38% 68.38% 69.03%
3 Year 22.75% 22.75% 22.88%
5 Year 23.13% 23.13% 23.55%

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 32.61% 32.61% 32.87%
3 Year 56.36% 56.36% 56.87%
5 Year 90.57% 90.57% 91.94%

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 9.9% 9.9% 8.9%
3 Year 15.17% 15.17% 17.25%
5 Year 12.12% 12.12% 16.83%

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 0.47 2.58 1.96
Large Cap 89.47 87.69 88.22
Mid Cap 10.08 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 0.47 0.63 -
Capital Goods 15.66 18.4 18.49
Healthcare 2.47 2.46 2.47
Consumer Staples 10 9.84 9.91
Financial 19.92 19.14 19.29
Materials 4.3 4.1 4.13
Insurance 3.76 3.42 3.43
Energy 11.68 11.21 11.27
Services 14.69 14.04 14.13
Metals & Mining 4.48 4.84 4.85
Construction 2.93 2.6 2.6
Chemicals 2.38 2.24 2.24
Automobile 5.33 5.5 5.58
Diversified 1.95 1.59 1.59

Top Comparisons

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns25.91%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

Compare Now

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns25.48%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns25.48%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns20.3%

VS

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns11.43%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns6.17%

VS

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns5.33%

Compare Now
Request call back
Add to Cart Successfully