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) | ₹2563 Cr | ₹330 Cr | ₹330 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| 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 | 4.45% | 5.76% | 5.76% |
| 6 Month | 11.25% | 7.47% | 7.47% |
| 1 Year | -0.23% | 6.71% | 6.71% |
| 3 Year | 22.04% | 13.55% | 13.55% |
| 5 Year | 27.33% | 17.42% | 17.42% |
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 | 0.54% | 3.28% | 3.28% |
| 1 Year | 9.18% | 14.21% | 14.21% |
| 3 Year | 17.02% | 12.85% | 12.85% |
| 5 Year | 19% | 12.81% | 12.81% |
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 | 26.02% | 12.17% | 12.17% |
| 3 Year | 24.73% | 11.7% | 11.7% |
| 5 Year | - | 11.63% | 11.63% |
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 | 19.27% | 12.45% | 12.45% |
| Sharp | 0.75% | 0.64% | 0.64% |
| Beta | 0.99% | 0.99% | 0.99% |
| Alpha | -1.40% | -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 | 2.12 | 3.32 | 3.32 |
| Small Cap | 95.66 | - | - |
| Mid Cap | 2.22 | 1.38 | 1.38 |
| Large Cap | 0 | 95.3 | 95.3 |
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 | -0.09 | 0.22 | 0.22 |
| Utilities | 2.88 | 2.54 | 2.54 |
| Financial Services | 20.62 | 36.44 | 36.44 |
| Consumer Defensive | 3.99 | 6.79 | 6.79 |
| Consumer Cyclical | 11.34 | 11.64 | 11.64 |
| Technology | 8.42 | 9.89 | 9.89 |
| Communication Services | 2.62 | 4.53 | 4.53 |
| Healthcare | 14.97 | 4.28 | 4.28 |
| Industrials | 20.54 | 7.05 | 7.05 |
| Basic Materials | 11.19 | 6.26 | 6.26 |
| Energy | 1.67 | 10.37 | 10.37 |
| Real Estate | 1.85 | - | - |
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