LIC MF Nifty 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹924 Cr | ₹314 Cr | ₹314 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 19 Feb 2021 | 05 Dec 2002 | 05 Dec 2002 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 39% | % | 40% |
Expense Ratio | 0.76 | 1.01 | 1.01 |
Manager | Himanshu Mange | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF204KB19Y8 | INF767K01162 | INF767K01162 |
Exits Load | 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 | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 6.74% | 6.75% | 6.75% |
6 Month | -2.87% | 6.1% | 6.1% |
1 Year | 5.85% | 11.67% | 11.67% |
3 Year | 17.41% | 16.51% | 16.51% |
5 Year | - | 22.22% | 22.22% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | -2.86% | 2.83% | 2.83% |
1 Year | -11.03% | 0.86% | 0.86% |
3 Year | 11.25% | 11.57% | 11.57% |
5 Year | - | 12.84% | 12.84% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 18.01% | 12.79% | 12.79% |
3 Year | 18.41% | 11.61% | 11.61% |
5 Year | - | 11.49% | 11.49% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 13.179% | 12.45% | 12.45% |
Sharp | 0.668% | 0.64% | 0.64% |
Beta | - | 0.99% | 0.99% |
Alpha | - | -2.33% | -2.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Name | Himanshu Mange | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹0 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 10 | 6 | 6 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.48 | 0.15 | 0.15 |
Large Cap | 97.78 | 98.83 | 98.83 |
Mid Cap | 1.74 | 1.01 | 1.01 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.08 | 0.15 | 0.15 |
Technology | 33.47 | - | - |
Energy | 6.43 | - | - |
Basic Materials | 4.77 | - | - |
Financial Services | 24.46 | - | - |
Healthcare | 1.97 | - | - |
Consumer Defensive | 12.64 | - | - |
Consumer Cyclical | 8.48 | - | - |
Utilities | 7.7 | - | - |
Petroleum Products | - | 8.14 | 8.14 |
IT - Software | - | 11.93 | 11.93 |
Construction | - | 3.86 | 3.86 |
Ferrous Metals | - | 2.16 | 2.16 |
Consumer Durables | - | 2.2 | 2.2 |
Diversified FMCG | - | 5.46 | 5.46 |
Non - Ferrous Metals | - | 0.94 | 0.94 |
Banks | - | 31.19 | 31.19 |
Pharmaceuticals & Biotechnology | - | 3.15 | 3.15 |
Cement & Cement Products | - | 2.14 | 2.14 |
Automobiles | - | 6.93 | 6.93 |
Insurance | - | 1.33 | 1.33 |
Agricultural Food & other Products | - | 0.61 | 0.61 |
Oil | - | 0.9 | 0.9 |
Food Products | - | 0.76 | 0.76 |
Aerospace & Defense | - | 1.01 | 1.01 |
Finance | - | 4.71 | 4.71 |
Telecom - Services | - | 4.37 | 4.37 |
Metals & Minerals Trading | - | 0.56 | 0.56 |
Healthcare Services | - | 0.61 | 0.61 |
Consumable Fuels | - | 0.85 | 0.85 |
Power | - | 2.85 | 2.85 |
Transport Infrastructure | - | 0.83 | 0.83 |
Retailing | - | 2.35 | 2.35 |
Top Comparisons
Nippon India Short Term Fund-Growth Plan
3Y Returns7.53%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.55%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.5%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.15%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns18.07%
Sundaram Services Fund Regular Plan - Growth
3Y Returns22.14%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns19.12%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns16.01%