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) | ₹20527 Cr | ₹99 Cr | ₹99 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 | 1.48% | 0.22% | 0.22% |
6 Month | 8.52% | 8.1% | 8.1% |
1 Year | 4.8% | -6.16% | -6.16% |
3 Year | 14.92% | 18.22% | 18.22% |
5 Year | 17.8% | 20.4% | 20.4% |
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 | 3.08% | 2.39% | 2.39% |
1 Year | 14.31% | 10.28% | 10.28% |
3 Year | 13.31% | 16.71% | 16.71% |
5 Year | 13.37% | 16.06% | 16.06% |
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 | 13.96% | 9.43% | 9.43% |
3 Year | 12.79% | 15.28% | 15.28% |
5 Year | 12.6% | 13.13% | 13.13% |
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 | 11.78% | 17.73% | 17.73% |
Sharp | 0.60% | 0.59% | 0.59% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.42% | -1.01% | -1.01% |
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 | 3.09 | 6.64 | 6.64 |
Large Cap | 95.52 | 81 | 81 |
Mid Cap | 1.4 | 12.36 | 12.36 |
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 | -0.03 | 0.59 | 0.59 |
Energy | 10.37 | 5.35 | 5.35 |
Technology | 9.91 | 2.09 | 2.09 |
Industrials | 7.09 | 11.15 | 11.15 |
Basic Materials | 6.32 | 12.76 | 12.76 |
Healthcare | 4.29 | 5.91 | 5.91 |
Consumer Defensive | 6.79 | 12.39 | 12.39 |
Financial Services | 36.49 | 19.92 | 19.92 |
Consumer Cyclical | 11.68 | 11.44 | 11.44 |
Communication Services | 4.54 | 2.24 | 2.24 |
Utilities | 2.56 | 12.74 | 12.74 |
Real Estate | - | 3.41 | 3.41 |
Top Comparisons
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.18%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.46%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns21.11%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns25.48%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns27.71%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns26.12%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns22.68%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns28.72%