HDFC Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
HDFC Nifty 50 Index Fund - Growth Plan
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
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) | ₹22718 Cr | ₹100 Cr | ₹100 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | -2.8% | -1.92% | -1.92% |
| 6 Month | 1.33% | -1.63% | -1.63% |
| 1 Year | 8.98% | 3.05% | 3.05% |
| 3 Year | 12.69% | 16.64% | 16.64% |
| 5 Year | 12.33% | 14.45% | 14.45% |
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 | 0.65% | -0.09% | -0.09% |
| 1 Year | 9.12% | 8.02% | 8.02% |
| 3 Year | 11.05% | 13.05% | 13.05% |
| 5 Year | 11.86% | 13.91% | 13.91% |
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 | 13.79% | 8.77% | 8.77% |
| 3 Year | 12.92% | 15.53% | 15.53% |
| 5 Year | 12.67% | 13.44% | 13.44% |
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 | 12.46% | 16.66% | 16.66% |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 3.38 | 5.8 | 5.8 |
| Large Cap | 95.36 | 81.76 | 81.76 |
| Mid Cap | 1.26 | 12.44 | 12.44 |
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 | 0.01 | 0.17 | 0.17 |
| Energy | 10.93 | 5.87 | 5.87 |
| Technology | 10.41 | 2.44 | 2.44 |
| Industrials | 7.04 | 10.23 | 10.23 |
| Basic Materials | 6.38 | 13.57 | 13.57 |
| Healthcare | 4.15 | 6.24 | 6.24 |
| Consumer Defensive | 6.41 | 12.29 | 12.29 |
| Financial Services | 36.57 | 20 | 20 |
| Consumer Cyclical | 10.85 | 11.62 | 11.62 |
| Communication Services | 4.92 | 2.23 | 2.23 |
| Utilities | 2.32 | 12.14 | 12.14 |
| Real Estate | - | 3.19 | 3.19 |
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