LIC MF Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 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) | ₹1843 Cr | ₹330 Cr | ₹330 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 19 May 2021 | 05 Dec 2002 | 05 Dec 2002 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
| Turn Over | 52.85% | % | 40% |
| Expense Ratio | 0.76 | 1.01 | 1.01 |
| Manager | Raviprakash Sharma | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF200KA1V76 | INF767K01162 | INF767K01162 |
| Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 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 | 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 | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -0.47% | 1.96% | 1.96% |
| 6 Month | 8.27% | 8.71% | 8.71% |
| 1 Year | -6.33% | 4.2% | 4.2% |
| 3 Year | 17.8% | 13.74% | 13.74% |
| 5 Year | - | 16.79% | 16.79% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 2.37% | 2.89% | 2.89% |
| 1 Year | 10.33% | 13.54% | 13.54% |
| 3 Year | 16.94% | 12.51% | 12.51% |
| 5 Year | - | 12.6% | 12.6% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 5.58% | 12.17% | 12.17% |
| 3 Year | 19.06% | 11.7% | 11.7% |
| 5 Year | - | 11.63% | 11.63% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 17.80% | 12.45% | 12.45% |
| Sharp | 0.60% | 0.64% | 0.64% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.82% | -2.33% | -2.33% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Raviprakash Sharma | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹8390 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 5 | 6 | 6 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.07 | 3.32 | 3.32 |
| Large Cap | 81.45 | 95.3 | 95.3 |
| Mid Cap | 12.48 | 1.38 | 1.38 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | -0.03 | 0.22 | 0.22 |
| Industrials | 11.24 | 7.05 | 7.05 |
| Consumer Cyclical | 11.51 | 11.64 | 11.64 |
| Healthcare | 5.93 | 4.28 | 4.28 |
| Consumer Defensive | 12.47 | 6.79 | 6.79 |
| Financial Services | 20.01 | 36.44 | 36.44 |
| Energy | 5.37 | 10.37 | 10.37 |
| Basic Materials | 12.91 | 6.26 | 6.26 |
| Utilities | 12.81 | 2.54 | 2.54 |
| Technology | 2.11 | 9.89 | 9.89 |
| Real Estate | 3.43 | - | - |
| Communication Services | 2.25 | 4.53 | 4.53 |
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