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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) | ₹260 Cr | ₹102 Cr | ₹102 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | -3.13% | -2.11% | -2.11% |
| 6 Month | -3.02% | 2.63% | 2.63% |
| 1 Year | -8.71% | -5.09% | -5.09% |
| 3 Year | 22.63% | 15.78% | 15.78% |
| 5 Year | - | 16.72% | 16.72% |
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 | -1.37% | 0.97% | 0.97% |
| 1 Year | 5.93% | 10.06% | 10.06% |
| 3 Year | 16.01% | 14.54% | 14.54% |
| 5 Year | - | 14.59% | 14.59% |
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% | 9.06% | 9.06% |
| 3 Year | 19.43% | 15.46% | 15.46% |
| 5 Year | - | 13.32% | 13.32% |
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 | 20.35% | 17.79% | 17.79% |
| Sharp | 0.84% | 0.57% | 0.57% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -1.50% | -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 | 0.06 | 0.17 | 6.37 |
| Small Cap | 97.21 | - | - |
| Mid Cap | 2.73 | 6.62 | 12.48 |
| Large Cap | - | 93.23 | 81.15 |
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 | 0.06 | 0.17 | 0.2 |
| Communication Services | 1.59 | - | 2.29 |
| Basic Materials | 11.67 | - | 12.67 |
| Financial Services | 29.79 | - | 20.16 |
| Healthcare | 19.5 | - | 6.26 |
| Industrials | 11.04 | - | 10.78 |
| Technology | 12.9 | - | 2.25 |
| Energy | 2.46 | - | 5.57 |
| Consumer Cyclical | 4.59 | - | 11.16 |
| Utilities | 3.21 | - | 13.05 |
| Consumer Defensive | 3.19 | - | 12.06 |
| Electrical Equipment | - | 5.69 | - |
| Pharmaceuticals & Biotechnology | - | 6.27 | - |
| Finance | - | 11.25 | - |
| Banks | - | 6 | - |
| Petroleum Products | - | 5.58 | - |
| Leisure Services | - | 2.78 | - |
| Aerospace & Defense | - | 3.79 | - |
| Cement & Cement Products | - | 3.13 | - |
| Insurance | - | 2.91 | - |
| Automobiles | - | 5.04 | - |
| Personal Products | - | 1.92 | - |
| Power | - | 9.75 | - |
| Gas | - | 2.1 | - |
| Consumer Durables | - | 1.61 | - |
| Retailing | - | 4.91 | - |
| Beverages | - | 4.56 | - |
| Diversified Metals | - | 3.58 | - |
| IT - Software | - | 2.25 | - |
| Food Products | - | 2.96 | - |
| Industrial Manufacturing | - | 0.89 | - |
| Non - Ferrous Metals | - | 0.88 | - |
| Realty | - | 3.54 | - |
| Chemicals & Petrochemicals | - | 3.37 | - |
| Auto Components | - | 3.38 | - |
| Ferrous Metals | - | 1.71 | - |
| Real Estate | - | - | 3.54 |
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