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

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tortoise-icon HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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tortoise-icon IDBI 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 Index Fund-NIFTY 50 Plan - Growth Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund HDFC Index Fund-NIFTY 50 Plan - Growth Plan IDBI 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 Very High Very High
Asset Size (Cr) ₹11887 Cr ₹58 Cr ₹58 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 01 Jul 2002 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
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 0.4 0.9 0.9
Manager Arun Agarwal Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF179K01KZ8 INF397L01174 INF397L01174
Exits Load Exit load of 0.25% if redeemed within 3 days/365 Nil/365 0%/365

Trailing Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month 5.14% 4.99% 4.99%
6 Month 12.51% 34.3% 34.3%
1 Year 27.45% 65.83% 65.83%
3 Year 16.85% 23.53% 23.53%
5 Year 16.98% 21.88% 21.88%

SIP Return Analysis

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month - - -
1 Year 11.36% 32.61% 32.61%
3 Year 27.59% 56.36% 56.36%
5 Year 56.72% 90.57% 90.57%

Rolling Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 19.05% 24.09% 24.09%
3 Year 45.25% 61.53% 61.53%
5 Year 62.66% 96.33% 96.33%

Risk Management

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 12.46% 16.66% 16.66%
Sharp 0.68% 0.93% 0.93%
Beta 0.99% 1.14% 1.14%
Alpha -1.8% 3.51% 3.51%

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Fund Managers

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan IDBI 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
Fund Manage 14 6 6
HDFC Index Fund-NIFTY 50 Plan - Growth Plan IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Market Cap

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Large Cap 98.56 89.47 87.69
Others 0.77 0.47 2.58
Mid Cap 0.67 10.08 9.74

Sector Allocation

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Financial 32.93 19.92 19.14
Energy 14.54 11.68 11.21
Technology 12.07 - -
Construction 4.37 2.93 2.6
Consumer Staples 8.05 10 9.84
Communication 3.6 - -
Automobile 8.07 5.33 5.5
Healthcare 4.21 2.47 2.46
Metals & Mining 3.26 4.48 4.84
Consumer Discretionary 1.36 - -
Materials 4.45 4.3 4.1
Services 1.96 14.69 14.04
Insurance 1.21 3.76 3.42
Others -0.08 0.47 0.63
Capital Goods - 15.66 18.4
Chemicals - 2.38 2.24
Diversified - 1.95 1.59

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