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) | ₹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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