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HDFC Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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tortoise-icon LIC Nifty Next 50 Index Fund Growth

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

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Chart Comparison

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

Overview

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund HDFC Nifty 50 Index Fund - Growth Plan 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) ₹20590 Cr ₹98 Cr ₹98 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 18 Jul 2002 20 Sep 2010 20 Sep 2010
Category Index Index Index
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 8.28% 47% %
Expense Ratio 0.36 0.9 0.9
Manager Arun Agarwal Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF179K01KZ8 INF397L01174 INF397L01174
Exits Load HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month 0.52% 0.13% 0.13%
6 Month 10.02% 11.85% 11.85%
1 Year 2.27% -7.8% -7.8%
3 Year 12.94% 16.12% 16.12%
5 Year 18.12% 19.33% 19.33%

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month 2.43% 2.4% 2.4%
1 Year 5.58% -1.17% -1.17%
3 Year 11.82% 15.55% 15.55%
5 Year 12.79% 15.61% 15.61%

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 14.08% 9.67% 9.67%
3 Year 12.8% 15.23% 15.23%
5 Year 12.57% 12.98% 12.98%

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 12.13% 18.07% 18.07%
Sharp 0.60% 0.63% 0.63%
Beta 1.00% 0.99% 0.99%
Alpha -0.42% -0.94% -0.94%

Fund Managers

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Name Arun Agarwal Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹110478 Cr ₹1786 Cr ₹1786 Cr
Funds Managed 14 6 6
HDFC Nifty 50 Index Fund - Growth Plan LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Market Cap

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

LIC Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others 3.12 2.57 2.57
Large Cap 95.74 87.79 87.79
Mid Cap 1.14 9.64 9.64

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

LIC Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others 0.25 0.25 0.25
Energy 10.52 5.09 5.09
Technology 10.42 2.04 2.04
Industrials 5.91 14.57 14.57
Basic Materials 6.11 10 10
Consumer Defensive 6.73 13.87 13.87
Financial Services 37.76 20.26 20.26
Healthcare 3.77 6.33 6.33
Consumer Cyclical 11.29 10.94 10.94
Communication Services 4.64 2.32 2.32
Utilities 2.58 10.7 10.7
Real Estate - 3.63 3.63

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