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LIC MF Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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