Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

Link copied to clipboard!

tortoise-icon LIC MF Nifty 50 Index Fund-Growth

Invest Now

tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-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 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) ₹329 Cr ₹329 Cr ₹135 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 2.76% 2.76% 3.98%
6 Month 12.88% 12.88% 16.46%
1 Year -0.16% -0.16% -8.27%
3 Year 13.09% 13.09% 15.78%
5 Year 17.11% 17.11% 19.93%

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 2.98% 2.98% 3.53%
1 Year 10.06% 10.06% 7.58%
3 Year 11.93% 11.93% 16.97%
5 Year 12.29% 12.29% 16.08%

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 12.29% 12.29% 16.58%
3 Year 11.65% 11.65% 18.74%
5 Year 11.6% 11.6% 21.58%

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% 17.96%
Sharp 0.64% 0.64% 0.47%
Beta 0.99% 0.99% 1.00%
Alpha -2.33% -2.33% -1.04%

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 3.02 3.02 2.57
Large Cap 95.86 95.86 87.75
Mid Cap 1.12 1.12 9.67

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 0.18 0.18 0.25
Energy 10.4 10.4 4.87
Technology 10.48 10.48 2.09
Industrials 5.87 5.87 14.49
Basic Materials 6.27 6.27 10.09
Consumer Defensive 6.95 6.95 14.23
Financial Services 36.81 36.81 19.58
Healthcare 3.74 3.74 6.14
Consumer Cyclical 12.13 12.13 11.89
Communication Services 4.65 4.65 2.32
Utilities 2.53 2.53 10.5
Real Estate - - 3.55

Top Comparisons

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns22.13%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns20.11%

Compare Now

ICICI Prudential Income Plus Arbitrage Active FOF - Growth ICICI Prudential Income Plus Arbitrage Active FOF - Growth

3Y Returns11.44%

VS

ICICI Prudential Income Plus Arbitrage Active FOF - Growth ICICI Prudential Income Plus Arbitrage Active FOF - Growth

3Y Returns11.44%

Compare Now

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.92%

VS

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns7.15%

Compare Now

HDFC Banking and PSU Debt Fund - Growth Option HDFC Banking and PSU Debt Fund - Growth Option

3Y Returns7.28%

VS

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns7.26%

Compare Now
Add to Cart Successfully