HSBC NIFTY 50 INDEX FUND vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Fund | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹101 Cr | ₹101 Cr | ₹373 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 20 Sep 2010 | 20 Sep 2010 | 16 Apr 2020 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 47% | % | 8% |
| Expense Ratio | 0.9 | 0.9 | 0.45 |
| Manager | Sumit Bhatnagar | Sumit Bhatnagar | Praveen Ayathan |
| ISIN Code | INF397L01174 | INF397L01174 | INF917K01D38 |
| Exits Load | Data not available./365 | Data not available./365 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| 1 Month | -1.9% | -1.9% | 0.65% |
| 6 Month | 1.73% | 1.73% | 5.16% |
| 1 Year | -6.14% | -6.14% | 6.92% |
| 3 Year | 15.7% | 15.7% | 12.82% |
| 5 Year | 16.29% | 16.29% | 14.73% |
SIP Return Analysis
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| 6 Month | 0.15% | 0.15% | 3.6% |
| 1 Year | 10.53% | 10.53% | 16.29% |
| 3 Year | 14.35% | 14.35% | 13.01% |
| 5 Year | 14.43% | 14.43% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| 1 Year | 9.06% | 9.06% | 13.29% |
| 3 Year | 15.46% | 15.46% | 15.1% |
| 5 Year | 13.32% | 13.32% | 17.98% |
Risk Management
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Standard Deviation | 16.66% | 16.66% | 11.53% |
| Sharp | 0.93% | 0.93% | 0.52% |
| Beta | 1.14% | 1.14% | 1.00% |
| Alpha | 3.51% | 3.51% | -0.48% |
Fund Managers
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Name | Sumit Bhatnagar | Sumit Bhatnagar | Praveen Ayathan |
| Total AUM | ₹1786 Cr | ₹1786 Cr | ₹3762 Cr |
| Funds Managed | 6 | 6 | 5 |
| LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Others | 6.01 | 6.01 | 3.68 |
| Large Cap | 81.38 | 81.38 | 94.94 |
| Mid Cap | 12.61 | 12.61 | 1.38 |
Sector Allocation
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Others | 0.04 | 0.04 | 0.44 |
| Industrials | 10.61 | 10.61 | 7.26 |
| Healthcare | 6.25 | 6.25 | 4.23 |
| Financial Services | 20.21 | 20.21 | 36.34 |
| Energy | 5.63 | 5.63 | 10.67 |
| Consumer Cyclical | 11.44 | 11.44 | 10.87 |
| Basic Materials | 12.84 | 12.84 | 6.38 |
| Consumer Defensive | 12.24 | 12.24 | 6.7 |
| Utilities | 12.63 | 12.63 | 2.46 |
| Technology | 2.44 | 2.44 | 9.91 |
| Real Estate | 3.43 | 3.43 | - |
| Communication Services | 2.24 | 2.24 | 4.75 |
Top Comparisons
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.16%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.95%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.36%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.44%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns7.06%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.3%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.06%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%