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) | ₹2653 Cr | ₹367 Cr | ₹367 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 | -1.3% | -1.07% | -1.07% |
| 6 Month | -6.47% | 1.14% | 1.14% |
| 1 Year | -7.68% | 9.11% | 9.11% |
| 3 Year | 19.64% | 12.56% | 12.56% |
| 5 Year | 21.32% | 13.25% | 13.25% |
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 | -1.78% | 3.28% | 3.28% |
| 1 Year | 4.11% | 13.1% | 13.1% |
| 3 Year | 11.76% | 11.86% | 11.86% |
| 5 Year | 15.69% | 12.15% | 12.15% |
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 | 23.94% | 11.98% | 11.98% |
| 3 Year | 23.9% | 11.79% | 11.79% |
| 5 Year | 25.67% | 11.68% | 11.68% |
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 | 19.51% | 12.45% | 12.45% |
| Sharp | 0.67% | 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 | 3.74 | 3.37 | 3.37 |
| Small Cap | 94.34 | - | - |
| Mid Cap | 1.92 | 1.34 | 1.34 |
| Large Cap | - | 95.29 | 95.29 |
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 | 0.35 | 0.08 | 0.08 |
| Utilities | 2.69 | 2.32 | 2.32 |
| Consumer Defensive | 4.11 | 6.48 | 6.48 |
| Consumer Cyclical | 11.09 | 10.67 | 10.67 |
| Communication Services | 2.44 | 4.8 | 4.8 |
| Technology | 8.36 | 10.22 | 10.22 |
| Healthcare | 15.17 | 4.31 | 4.31 |
| Industrials | 19.48 | 7.26 | 7.26 |
| Basic Materials | 10.45 | 6.15 | 6.15 |
| Financial Services | 21.98 | 36.84 | 36.84 |
| Real Estate | 2.21 | - | - |
| Energy | 1.68 | 10.88 | 10.88 |
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