LIC MF 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
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| Fund | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High | Very High |
| Asset Size (Cr) | ₹99 Cr | ₹99 Cr | ₹330 Cr | ₹330 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 | ₹500 |
| Launch Date | 20 Sep 2010 | 20 Sep 2010 | 05 Dec 2002 | 05 Dec 2002 |
| Category | Index | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
| Turn Over | 47% | % | % | 40% |
| Expense Ratio | 0.9 | 0.9 | 1.01 | 1.01 |
| Manager | Sumit Bhatnagar | Sumit Bhatnagar | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF397L01174 | INF397L01174 | INF767K01162 | INF767K01162 |
| Exits Load | Data not available./365 | Data not available./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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| 1 Month | 3.08% | 3.08% | 5.18% | 5.18% |
| 6 Month | 6.69% | 6.69% | 7.02% | 7.02% |
| 1 Year | -0.97% | -0.97% | 6.85% | 6.85% |
| 3 Year | 17.58% | 17.58% | 13.4% | 13.4% |
| 5 Year | 20.32% | 20.32% | 17.2% | 17.2% |
SIP Return Analysis
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| 6 Month | 2.6% | 2.6% | 3.28% | 3.28% |
| 1 Year | 11.74% | 11.74% | 14.21% | 14.21% |
| 3 Year | 17.14% | 17.14% | 12.85% | 12.85% |
| 5 Year | 16.27% | 16.27% | 12.81% | 12.81% |
Rolling Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| 1 Year | 9.43% | 9.43% | 12.17% | 12.17% |
| 3 Year | 15.28% | 15.28% | 11.7% | 11.7% |
| 5 Year | 13.13% | 13.13% | 11.63% | 11.63% |
Risk Management
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| Standard Deviation | 17.73% | 17.73% | 12.45% | 12.45% |
| Sharp | 0.59% | 0.59% | 0.64% | 0.64% |
| Beta | 0.99% | 0.99% | 0.99% | 0.99% |
| Alpha | -1.01% | -1.01% | -2.33% | -2.33% |
Fund Managers
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| Name | Sumit Bhatnagar | Sumit Bhatnagar | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹1786 Cr | ₹1786 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 6 | 6 | 6 | 6 |
| LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| Others | 6.64 | 6.64 | 3.32 | 3.32 |
| Large Cap | 81 | 81 | 95.3 | 95.3 |
| Mid Cap | 12.36 | 12.36 | 1.38 | 1.38 |
Sector Allocation
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|---|
| Others | 0.59 | 0.59 | 0.22 | 0.22 |
| Industrials | 11.15 | 11.15 | 7.05 | 7.05 |
| Consumer Cyclical | 11.44 | 11.44 | 11.64 | 11.64 |
| Healthcare | 5.91 | 5.91 | 4.28 | 4.28 |
| Consumer Defensive | 12.39 | 12.39 | 6.79 | 6.79 |
| Financial Services | 19.92 | 19.92 | 36.44 | 36.44 |
| Energy | 5.35 | 5.35 | 10.37 | 10.37 |
| Basic Materials | 12.76 | 12.76 | 6.26 | 6.26 |
| Utilities | 12.74 | 12.74 | 2.54 | 2.54 |
| Technology | 2.09 | 2.09 | 9.89 | 9.89 |
| Real Estate | 3.41 | 3.41 | - | - |
| Communication Services | 2.24 | 2.24 | 4.53 | 4.53 |
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