Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Nifty 50 Index Fund-Growth

Invest Now

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

Invest Now

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) ₹1448 Cr ₹331 Cr ₹331 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 0.58% -0.14% -0.14%
6 Month -7.76% 1.18% 1.18%
1 Year -6.23% 6.29% 6.29%
3 Year 22.78% 17.52% 17.52%
5 Year - 20.24% 20.24%

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 7.81% 6.2% 6.2%
1 Year -1.72% 6.38% 6.38%
3 Year 18.38% 12.76% 12.76%
5 Year - 13.39% 13.39%

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 7.88% 12.43% 12.43%
3 Year 19.06% 11.59% 11.59%
5 Year - 11.55% 11.55%

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 18.747% 12.45% 12.45%
Sharp 0.524% 0.64% 0.64%
Beta - 0.99% 0.99%
Alpha - -2.33% -2.33%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -0.1 0.23 0.23
Large Cap 88.6 98.61 98.61
Mid Cap 11.5 1.13 1.13

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 -0.1 0.23 0.23
Industrials 14.81 - -
Healthcare 5.56 - -
Consumer Defensive 10.68 - -
Financial Services 23.99 - -
Basic Materials 9.76 - -
Utilities 12.27 - -
Technology 2.42 - -
Energy 2.13 - -
Real Estate 3.59 - -
Consumer Cyclical 12.24 - -
Communication Services 2.67 - -
Petroleum Products - 8.65 8.65
IT - Software - 11.25 11.25
Construction - 3.59 3.59
Ferrous Metals - 1.95 1.95
Consumer Durables - 2.28 2.28
Diversified FMCG - 5.48 5.48
Non - Ferrous Metals - 0.82 0.82
Banks - 31.4 31.4
Pharmaceuticals & Biotechnology - 3.2 3.2
Cement & Cement Products - 2.18 2.18
Automobiles - 7.03 7.03
Insurance - 1.44 1.44
Agricultural Food & other Products - 0.69 0.69
Oil - 0.86 0.86
Food Products - 0.78 0.78
Aerospace & Defense - 1.02 1.02
Finance - 4.57 4.57
Telecom - Services - 4.48 4.48
Metals & Minerals Trading - 0.54 0.54
Healthcare Services - 0.63 0.63
Consumable Fuels - 0.8 0.8
Power - 2.78 2.78
Transport Infrastructure - 0.82 0.82
Retailing - 2.5 2.5

Top Comparisons

SBI Contra Fund Regular Plan Growth SBI Contra Fund Regular Plan Growth

3Y Returns26.4%

VS

Invesco India Contra Fund - Growth Invesco India Contra Fund - Growth

3Y Returns25.9%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.9%

VS

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.95%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns29.94%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns24.99%

Compare Now

DSP Income Plus Arbitrage Fund of Fund - Reg - Growth DSP Income Plus Arbitrage Fund of Fund - Reg - Growth

3Y Returns11.78%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns29.19%

Compare Now
Add to Cart Successfully