Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC NIFTY NEXT 50 INDEX FUND vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

Link copied to clipboard!

tortoise-icon LIC Nifty Next 50 Index Fund Growth

Invest Now

tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Invest Now

tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Average Very High Very High
Asset Size (Cr) ₹102 Cr ₹102 Cr ₹142 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 Next 50 TRI
Turn Over 47% % 54%
Expense Ratio 0.9 0.9 0.8
Manager Sumit Bhatnagar Sumit Bhatnagar Praveen Ayathan
ISIN Code INF397L01174 INF397L01174 INF917K01D95
Exits Load Data not available./365 Data not available./365 HSBC Nifty Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth
1 Month -2.11% -2.11% -2.1%
6 Month 2.63% 2.63% 2.58%
1 Year -5.09% -5.09% -5.31%
3 Year 15.78% 15.78% 15.82%
5 Year 16.72% 16.72% 16.64%

SIP Return Analysis

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 0.97% 0.97% 1.02%
1 Year 10.06% 10.06% 10.07%
3 Year 14.54% 14.54% 14.52%
5 Year 14.59% 14.59% 14.51%

Rolling Lumpsum Returns

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 9.06% 9.06% 11.84%
3 Year 15.46% 15.46% 18.29%
5 Year 13.32% 13.32% 20.29%

Risk Management

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 16.66% 16.66% 17.80%
Sharp 0.93% 0.93% 0.64%
Beta 1.14% 1.14% 1.00%
Alpha 3.51% 3.51% -1.00%

Fund Managers

Scheme Name LIC Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY NEXT 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 NEXT 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 NEXT 50 INDEX FUND - Regular Growth

Others 0.17 6.37 6.22
Large Cap 93.23 81.15 81.29
Mid Cap 6.62 12.48 12.5

Sector Allocation

Scheme Name

LIC Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.17 0.2 0.05
Electrical Equipment 5.69 - -
Pharmaceuticals & Biotechnology 6.27 - -
Finance 11.25 - -
Banks 6 - -
Petroleum Products 5.58 - -
Leisure Services 2.78 - -
Aerospace & Defense 3.79 - -
Cement & Cement Products 3.13 - -
Insurance 2.91 - -
Automobiles 5.04 - -
Personal Products 1.92 - -
Power 9.75 - -
Gas 2.1 - -
Consumer Durables 1.61 - -
Retailing 4.91 - -
Beverages 4.56 - -
Diversified Metals 3.58 - -
IT - Software 2.25 - -
Food Products 2.96 - -
Industrial Manufacturing 0.89 - -
Non - Ferrous Metals 0.88 - -
Realty 3.54 - -
Chemicals & Petrochemicals 3.37 - -
Auto Components 3.38 - -
Ferrous Metals 1.71 - -
Industrials - 10.78 10.82
Healthcare - 6.26 6.3
Financial Services - 20.16 20.16
Energy - 5.57 5.62
Consumer Cyclical - 11.16 11.2
Basic Materials - 12.67 12.69
Consumer Defensive - 12.06 12.03
Utilities - 13.05 13.06
Technology - 2.25 2.26
Real Estate - 3.54 3.52
Communication Services - 2.29 2.29

Top Comparisons

Kotak Arbitrage Fund - Growth Kotak Arbitrage Fund - Growth

3Y Returns7.29%

VS

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns7.01%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.22%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns7.05%

Compare Now

Tata Value Fund - Regular Plan - Growth Option Tata Value Fund - Regular Plan - Growth Option

3Y Returns18.55%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns21.68%

Compare Now

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns17.46%

VS

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

3Y Returns12.68%

Compare Now
Add to Cart Successfully