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) | ₹1825 Cr | ₹346 Cr | ₹346 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | -2.1% | 2.25% | 2.25% |
| 6 Month | 2.57% | 5.94% | 5.94% |
| 1 Year | -5.01% | 6.16% | 6.16% |
| 3 Year | 16.04% | 11.88% | 11.88% |
| 5 Year | - | 14.59% | 14.59% |
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 | 1.04% | 4.37% | 4.37% |
| 1 Year | 10.21% | 17.04% | 17.04% |
| 3 Year | 14.79% | 12.74% | 12.74% |
| 5 Year | - | 12.49% | 12.49% |
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% | 12.01% | 12.01% |
| 3 Year | 19.06% | 11.77% | 11.77% |
| 5 Year | - | 11.66% | 11.66% |
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 | 17.85% | 11.53% | 11.53% |
| Sharp | 0.58% | 0.46% | 0.46% |
| Beta | 1.00% | 1.00% | 1.00% |
| Alpha | -0.81% | -1.14% | -1.14% |
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 | 6.19 | 0.1 | 0.1 |
| Large Cap | 81.31 | 99.91 | 99.91 |
| Mid Cap | 12.5 | - | - |
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 | 0.1 | 0.1 |
| Industrials | 10.82 | - | - |
| Healthcare | 6.31 | - | - |
| Financial Services | 20.16 | - | - |
| Energy | 5.62 | - | - |
| Consumer Cyclical | 11.2 | - | - |
| Basic Materials | 12.69 | - | - |
| Consumer Defensive | 12.03 | - | - |
| Utilities | 13.07 | - | - |
| Technology | 2.26 | - | - |
| Real Estate | 3.52 | - | - |
| Communication Services | 2.3 | - | - |
| Petroleum Products | - | 8.54 | 8.54 |
| IT - Software | - | 9.88 | 9.88 |
| Construction | - | 4 | 4 |
| Ferrous Metals | - | 2.24 | 2.24 |
| Consumer Durables | - | 2.26 | 2.26 |
| Healthcare Services | - | 1.38 | 1.38 |
| Diversified FMCG | - | 5.28 | 5.28 |
| Non - Ferrous Metals | - | 1.04 | 1.04 |
| Banks | - | 29.84 | 29.84 |
| Pharmaceuticals & Biotechnology | - | 2.83 | 2.83 |
| Cement & Cement Products | - | 2.13 | 2.13 |
| Automobiles | - | 7.25 | 7.25 |
| Insurance | - | 1.4 | 1.4 |
| Agricultural Food & other Products | - | 0.64 | 0.64 |
| Oil | - | 0.84 | 0.84 |
| Food Products | - | 0.78 | 0.78 |
| Aerospace & Defense | - | 1.29 | 1.29 |
| Finance | - | 5.07 | 5.07 |
| Telecom - Services | - | 4.75 | 4.75 |
| Metals & Minerals Trading | - | 0.55 | 0.55 |
| Consumable Fuels | - | 0.75 | 0.75 |
| Transport Services | - | 1.04 | 1.04 |
| Power | - | 2.45 | 2.45 |
| Transport Infrastructure | - | 0.9 | 0.9 |
| Retailing | - | 2.78 | 2.78 |
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