LIC MF Nifty 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 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 Smallcap 250 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 Smallcap 250 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) | ₹2690 Cr | ₹346 Cr | ₹346 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 16 Oct 2020 | 05 Dec 2002 | 05 Dec 2002 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
| Turn Over | 72% | % | 40% |
| Expense Ratio | 0.94 | 1.01 | 1.01 |
| Manager | Himanshu Mange | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF204KB12W7 | 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.71% | 1.19% | 1.19% |
| 6 Month | 4.7% | 4.33% | 4.33% |
| 1 Year | 1.29% | 10.7% | 10.7% |
| 3 Year | 21.29% | 12.43% | 12.43% |
| 5 Year | 25.66% | 15.14% | 15.14% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -1.23% | 3.34% | 3.34% |
| 1 Year | 7.83% | 14.38% | 14.38% |
| 3 Year | 14.92% | 12.4% | 12.4% |
| 5 Year | 17.46% | 12.34% | 12.34% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 25.27% | 12.05% | 12.05% |
| 3 Year | 24.2% | 11.74% | 11.74% |
| 5 Year | 26.71% | 11.65% | 11.65% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 19.30% | 12.45% | 12.45% |
| Sharp | 0.78% | 0.64% | 0.64% |
| Beta | 0.99% | 0.99% | 0.99% |
| Alpha | -1.39% | -2.33% | -2.33% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.85 | 3.78 | 3.78 |
| Small Cap | 95.05 | - | - |
| Mid Cap | 2.1 | 1.38 | 1.38 |
| Large Cap | - | 94.84 | 94.84 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 0.23 | 0.56 | 0.56 |
| Utilities | 2.84 | 2.45 | 2.45 |
| Consumer Defensive | 3.96 | 6.69 | 6.69 |
| Consumer Cyclical | 11.15 | 10.87 | 10.87 |
| Communication Services | 2.55 | 4.75 | 4.75 |
| Technology | 8.44 | 9.88 | 9.88 |
| Healthcare | 14.88 | 4.21 | 4.21 |
| Industrials | 19.92 | 7.23 | 7.23 |
| Basic Materials | 11.14 | 6.37 | 6.37 |
| Financial Services | 21.36 | 36.31 | 36.31 |
| Energy | 1.68 | 10.68 | 10.68 |
| Real Estate | 1.86 | - | - |
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