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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) ₹1768 Cr ₹333 Cr ₹333 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 -0.22% 0.18% 0.18%
6 Month 13.09% 9.26% 9.26%
1 Year -7.35% 1.84% 1.84%
3 Year 16.16% 12.09% 12.09%
5 Year - 17.01% 17.01%

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 2.34% 2.27% 2.27%
1 Year -1.21% 4.93% 4.93%
3 Year 15.77% 11.04% 11.04%
5 Year - 12.02% 12.02%

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 6.68% 12.29% 12.29%
3 Year 19.52% 11.65% 11.65%
5 Year - 11.6% 11.6%

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 18.15% 12.45% 12.45%
Sharp 0.64% 0.64% 0.64%
Beta 1.00% 0.99% 0.99%
Alpha -0.85% -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 2.44 3.38 3.38
Large Cap 87.89 95.48 95.48
Mid Cap 9.67 1.14 1.14

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 0.11 0.53 0.53
Industrials 14.57 5.9 5.9
Consumer Cyclical 11 11.25 11.25
Healthcare 6.34 3.76 3.76
Consumer Defensive 13.89 6.71 6.71
Financial Services 20.28 37.68 37.68
Energy 5.1 10.5 10.5
Basic Materials 10 6.08 6.08
Utilities 10.69 2.57 2.57
Technology 2.04 10.39 10.39
Real Estate 3.65 - -
Communication Services 2.33 4.63 4.63

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