Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
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
Chart Comparison
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) | ₹249 Cr | ₹98 Cr | ₹98 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 | -5.82% | -0.98% | -0.98% |
| 6 Month | 17.11% | 13.56% | 13.56% |
| 1 Year | -0.87% | -7.56% | -7.56% |
| 3 Year | 24.19% | 15.31% | 15.31% |
| 5 Year | - | 19.08% | 19.08% |
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 | 2.68% | 2.4% | 2.4% |
| 1 Year | -0.03% | -1.17% | -1.17% |
| 3 Year | 20.92% | 15.55% | 15.55% |
| 5 Year | - | 15.61% | 15.61% |
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 | 15.2% | 9.67% | 9.67% |
| 3 Year | 19% | 15.23% | 15.23% |
| 5 Year | - | 12.98% | 12.98% |
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 | 20.07% | 18.07% | 18.07% |
| Sharp | 0.94% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -1.54% | -0.94% | -0.94% |
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 | 0.16 | 2.57 | 2.57 |
| Small Cap | 97.35 | - | - |
| Mid Cap | 2.49 | 9.64 | 9.64 |
| Large Cap | - | 87.79 | 87.79 |
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 | 0.16 | 0.25 | 0.25 |
| Communication Services | 1.84 | 2.32 | 2.32 |
| Technology | 11.37 | 2.04 | 2.04 |
| Industrials | 18.02 | 14.57 | 14.57 |
| Basic Materials | 12.71 | 10 | 10 |
| Financial Services | 23.22 | 20.26 | 20.26 |
| Healthcare | 13.65 | 6.33 | 6.33 |
| Energy | 2.92 | 5.09 | 5.09 |
| Utilities | 5.35 | 10.7 | 10.7 |
| Consumer Cyclical | 5.51 | 10.94 | 10.94 |
| Real Estate | 2.08 | 3.63 | 3.63 |
| Consumer Defensive | 3.18 | 13.87 | 13.87 |
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