LIC MF Nifty 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 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 Midcap 150 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 Midcap 150 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) | ₹1857 Cr | ₹333 Cr | ₹333 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 17 Feb 2021 | 05 Dec 2002 | 05 Dec 2002 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 36% | % | 40% |
Expense Ratio | 0.8 | 1.01 | 1.01 |
Manager | Himanshu Mange | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF204KB15Z3 | 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 Midcap 150 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -3.42% | -1.6% | -1.6% |
6 Month | 14.35% | 7.75% | 7.75% |
1 Year | 0.09% | 2.25% | 2.25% |
3 Year | 21.35% | 11.69% | 11.69% |
5 Year | - | 17.15% | 17.15% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 3.7% | 2.27% | 2.27% |
1 Year | 4.72% | 4.93% | 4.93% |
3 Year | 18.82% | 11.04% | 11.04% |
5 Year | - | 12.02% | 12.02% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 20.24% | 12.29% | 12.29% |
3 Year | 25.02% | 11.65% | 11.65% |
5 Year | - | 11.6% | 11.6% |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 15.73% | 12.45% | 12.45% |
Sharp | 1.02% | 0.64% | 0.64% |
Beta | 1.00% | 0.99% | 0.99% |
Alpha | -0.93% | -2.33% | -2.33% |
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.73 | 3.38 | 3.38 |
Mid Cap | 90.29 | 1.14 | 1.14 |
Small Cap | 3.02 | - | - |
Large Cap | 4.96 | 95.48 | 95.48 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.09 | 0.53 | 0.53 |
Utilities | 3.23 | 2.57 | 2.57 |
Industrials | 19.34 | 5.9 | 5.9 |
Financial Services | 21.87 | 37.68 | 37.68 |
Basic Materials | 11.21 | 6.08 | 6.08 |
Technology | 9.92 | 10.39 | 10.39 |
Consumer Cyclical | 10.19 | 11.25 | 11.25 |
Healthcare | 12.2 | 3.76 | 3.76 |
Real Estate | 2.99 | - | - |
Energy | 2.49 | 10.5 | 10.5 |
Communication Services | 3.02 | 4.63 | 4.63 |
Consumer Defensive | 3.46 | 6.71 | 6.71 |
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