Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Invest Now

tortoise-icon LIC Nifty Next 50 Index Fund Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Average Very High
Asset Size (Cr) ₹248 Cr ₹99 Cr ₹99 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 01 Apr 2021 20 Sep 2010 20 Sep 2010
Category Index Index Index
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 37% 47% %
Expense Ratio 1.01 0.9 0.9
Manager Pranav Gupta Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF209KB1V83 INF397L01174 INF397L01174
Exits Load Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month -1.76% -0.49% -0.49%
6 Month 10.71% 8.24% 8.24%
1 Year -4.88% -6.39% -6.39%
3 Year 25.42% 17.54% 17.54%
5 Year - 20.2% 20.2%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month -1.08% 2.39% 2.39%
1 Year 6.36% 10.28% 10.28%
3 Year 19.66% 16.71% 16.71%
5 Year - 16.06% 16.06%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 11.71% 9.43% 9.43%
3 Year 19.43% 15.28% 15.28%
5 Year - 13.13% 13.13%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 20.17% 17.73% 17.73%
Sharp 0.86% 0.59% 0.59%
Beta 1.00% 0.99% 0.99%
Alpha -1.51% -1.01% -1.01%

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Name Pranav Gupta Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹10003 Cr ₹1786 Cr ₹1786 Cr
Funds Managed 9 6 6
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

LIC Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others -0.04 6.64 6.64
Small Cap 97.02 - -
Mid Cap 3.02 12.36 12.36
Large Cap - 81 81

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

LIC Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others -0.04 0.59 0.59
Communication Services 1.69 2.24 2.24
Technology 13.47 2.09 2.09
Industrials 11.23 11.15 11.15
Basic Materials 11.24 12.76 12.76
Financial Services 28.78 19.92 19.92
Healthcare 19.81 5.91 5.91
Energy 2.65 5.35 5.35
Utilities 3.15 12.74 12.74
Consumer Cyclical 4.93 11.44 11.44
Real Estate 0 3.41 3.41
Consumer Defensive 3.1 12.39 12.39

Top Comparisons

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns22.11%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns19.4%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns7%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns7.04%

Compare Now

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns23.21%

VS

Tata Children's Fund - Regular Plan - Growth Option Tata Children's Fund - Regular Plan - Growth Option

3Y Returns13.9%

Compare Now
Add to Cart Successfully