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) | ₹98 Cr | ₹98 Cr | ₹346 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹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 | -0.25% | -0.25% | 0.23% |
6 Month | 13.07% | 13.07% | 9.54% |
1 Year | -7.4% | -7.4% | 2.4% |
3 Year | 15.99% | 15.99% | 12.74% |
5 Year | 19.22% | 19.22% | 17.67% |
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 | 2.4% | 2.4% | 2.41% |
1 Year | -1.17% | -1.17% | 5.48% |
3 Year | 15.55% | 15.55% | 11.72% |
5 Year | 15.61% | 15.61% | 12.68% |
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 | 9.67% | 9.67% | 15.7% |
3 Year | 15.23% | 15.23% | 15.56% |
5 Year | 12.98% | 12.98% | 20.58% |
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 | 18.07% | 18.07% | 12.11% |
Sharp | 0.63% | 0.63% | 0.59% |
Beta | 0.99% | 0.99% | 1.00% |
Alpha | -0.94% | -0.94% | -0.51% |
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 | 2.57 | 2.57 | 3.07 |
Large Cap | 87.79 | 87.79 | 95.79 |
Mid Cap | 9.64 | 9.64 | 1.14 |
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 | 0.25 | 0.25 | 0.2 |
Industrials | 14.57 | 14.57 | 5.92 |
Consumer Cyclical | 10.94 | 10.94 | 11.29 |
Healthcare | 6.33 | 6.33 | 3.77 |
Consumer Defensive | 13.87 | 13.87 | 6.74 |
Financial Services | 20.26 | 20.26 | 37.79 |
Energy | 5.09 | 5.09 | 10.53 |
Basic Materials | 10 | 10 | 6.11 |
Utilities | 10.7 | 10.7 | 2.58 |
Technology | 2.04 | 2.04 | 10.43 |
Real Estate | 3.63 | 3.63 | - |
Communication Services | 2.32 | 2.32 | 4.64 |
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