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) | ₹20930 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 | 1.63% | 1% | 1% |
| 6 Month | 5.22% | 8.48% | 8.48% |
| 1 Year | 6.25% | -1.65% | -1.65% |
| 3 Year | 12.69% | 16.64% | 16.64% |
| 5 Year | 16.6% | 19.39% | 19.39% |
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 | 3.9% | 4.4% | 4.4% |
| 1 Year | 14.76% | 14.15% | 14.15% |
| 3 Year | 13.1% | 17.39% | 17.39% |
| 5 Year | 13.11% | 16.28% | 16.28% |
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 | 11.68% | 17.74% | 17.74% |
| Sharp | 0.58% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.41% | -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
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns18.28%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns10.5%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.42%
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.03%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.02%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.17%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns14.9%
Quant Flexi Cap Fund-Growth
3Y Returns15.17%