UTI Nifty Next 50 Index vs LIC MF Nifty Next 50 Index
Data updated · direct-growth plans · not investment advice
UTI Nifty Next 50 Index currently edges it with a Smart Score of 78/100 vs 78/100. UTI Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.98 vs 0.98), 3-year returns of 19.4% vs 19.4%, and an expense ratio of 0.44% vs 0.34%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationUTI Nifty Next 50 Index and LIC MF Nifty Next 50 Index share 59.4% of their portfolios — owning both is closer to doubling one bet than diversifying.
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 13.6% | 13.9%BEST | ||
3Y return | 19.4%BEST | 19.4% | ||
5Y return | 14.2% | 14.3%BEST | ||
Since launch | 13.3% | 14.4%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +12.9% | +13.1%BEST | ||
3Y vs index | +10.4%BEST | +10.4% | ||
5Y vs index | +4.8% | +4.9%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.73BEST | 0.73 | ||
Sortino ratio | 0.98BEST | 0.98 | ||
Std deviation | 18.46 | 18.39BEST | ||
Alpha | 9.17 | 9.18BEST | ||
Beta | 1.16 | 1.15 | ||
| Cost & size | ||||
Expense ratio | 0.44% | 0.34%BEST | ||
Fund size | ₹7.4k CrBEST | ₹111 Cr | ||
Portfolio P/E | 20.28BEST | 20.66 | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Sharwan Kumar Goyal, Ayush Jain | Nikhil Kapoor, Sasikant Aravamuthan | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 22 Jun 2018 | 20 Sept 2010 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is UTI Nifty Next 50 Index better than LIC MF Nifty Next 50 Index?
UTI Nifty Next 50 Index currently edges it with a Smart Score of 78/100 vs 78/100. UTI Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.98 vs 0.98), 3-year returns of 19.4% vs 19.4%, and an expense ratio of 0.44% vs 0.34%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — UTI Nifty Next 50 Index or LIC MF Nifty Next 50 Index?
LIC MF Nifty Next 50 Index has the lower expense ratio: 0.34% vs 0.44% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), UTI Nifty Next 50 Index leads with 0.98 vs 0.98. Sharpe ratios: UTI Nifty Next 50 Index 0.73, LIC MF Nifty Next 50 Index 0.73.