LIC MF Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|---|
Fund | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹331 Cr | ₹331 Cr | ₹133 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹1000 |
Launch Date | 05 Dec 2002 | 05 Dec 2002 | 16 Apr 2020 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | % | 40% | 54% |
Expense Ratio | 1.01 | 1.01 | 0.8 |
Manager | Sumit Bhatnagar | Sumit Bhatnagar | Praveen Ayathan |
ISIN Code | INF767K01162 | INF767K01162 | INF917K01D95 |
Exits Load | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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 MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|---|
1 Month | 3.27% | 3.27% | 3.44% |
6 Month | 8.14% | 8.14% | 1.19% |
1 Year | 6.38% | 6.38% | -3.88% |
3 Year | 17.42% | 17.42% | 23.09% |
5 Year | 19.9% | 19.9% | 21.42% |
SIP Return Analysis
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|---|
6 Month | 9.33% | 9.33% | 10.01% |
1 Year | 13.6% | 13.6% | 3.35% |
3 Year | 15.35% | 15.35% | 20.08% |
5 Year | 14.87% | 14.87% | 18.37% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|---|
1 Year | 12.43% | 12.43% | 18.64% |
3 Year | 11.59% | 11.59% | 18.49% |
5 Year | 11.55% | 11.55% | 22.58% |
Risk Management
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|---|
Standard Deviation | 12.45% | 12.45% | 19.49% |
Sharp | 0.64% | 0.64% | 0.67% |
Beta | 0.99% | 0.99% | 1.00% |
Alpha | -2.33% | -2.33% | -1.10% |
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Fund Managers
Scheme Name | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-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 MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|---|
Others | 0.23 | 0.23 | -0.01 |
Large Cap | 98.61 | 98.61 | 88.52 |
Mid Cap | 1.13 | 1.13 | 11.49 |
Sector Allocation
Scheme Name |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|---|
Others | 0.23 | 0.23 | -0.01 |
Petroleum Products | 8.65 | 8.65 | - |
IT - Software | 11.25 | 11.25 | - |
Construction | 3.59 | 3.59 | - |
Ferrous Metals | 1.95 | 1.95 | - |
Consumer Durables | 2.28 | 2.28 | - |
Diversified FMCG | 5.48 | 5.48 | - |
Non - Ferrous Metals | 0.82 | 0.82 | - |
Banks | 31.4 | 31.4 | - |
Pharmaceuticals & Biotechnology | 3.2 | 3.2 | - |
Cement & Cement Products | 2.18 | 2.18 | - |
Automobiles | 7.03 | 7.03 | - |
Insurance | 1.44 | 1.44 | - |
Agricultural Food & other Products | 0.69 | 0.69 | - |
Oil | 0.86 | 0.86 | - |
Food Products | 0.78 | 0.78 | - |
Aerospace & Defense | 1.02 | 1.02 | - |
Finance | 4.57 | 4.57 | - |
Telecom - Services | 4.48 | 4.48 | - |
Metals & Minerals Trading | 0.54 | 0.54 | - |
Healthcare Services | 0.63 | 0.63 | - |
Consumable Fuels | 0.8 | 0.8 | - |
Power | 2.78 | 2.78 | - |
Transport Infrastructure | 0.82 | 0.82 | - |
Retailing | 2.5 | 2.5 | - |
Industrials | - | - | 14.79 |
Healthcare | - | - | 5.55 |
Consumer Defensive | - | - | 10.67 |
Financial Services | - | - | 23.97 |
Basic Materials | - | - | 9.75 |
Utilities | - | - | 12.26 |
Technology | - | - | 2.41 |
Energy | - | - | 2.13 |
Real Estate | - | - | 3.59 |
Consumer Cyclical | - | - | 12.23 |
Communication Services | - | - | 2.67 |
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