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) | ₹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 |
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