LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Average | Very High |
| Asset Size (Cr) | ₹419 Cr | ₹101 Cr | ₹101 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 01 Apr 2021 | 20 Sep 2010 | 20 Sep 2010 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 37% | 47% | % |
| Expense Ratio | 1.01 | 0.9 | 0.9 |
| Manager | Pranav Gupta | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF209KB1W41 | INF397L01174 | INF397L01174 |
| Exits Load | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | 0.72% | 0.2% | 0.2% |
| 6 Month | 4.72% | 3.18% | 3.18% |
| 1 Year | 5.54% | 0.28% | 0.28% |
| 3 Year | 23.32% | 17.22% | 17.22% |
| 5 Year | - | 16.79% | 16.79% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | 0.85% | -1.14% | -1.14% |
| 1 Year | 12.55% | 5.82% | 5.82% |
| 3 Year | 17.38% | 13.8% | 13.8% |
| 5 Year | - | 14.36% | 14.36% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 18.18% | 8.9% | 8.9% |
| 3 Year | 24.06% | 15.49% | 15.49% |
| 5 Year | - | 13.35% | 13.35% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 15.76% | 16.66% | 16.66% |
| Sharp | 0.96% | 0.93% | 0.93% |
| Beta | 1.00% | 1.14% | 1.14% |
| Alpha | -0.89% | 3.51% | 3.51% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Name | Pranav Gupta | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹10003 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 9 | 6 | 6 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 2.72 | 6.01 | 6.01 |
| Mid Cap | 86.84 | 12.61 | 12.61 |
| Large Cap | 9.11 | 81.38 | 81.38 |
| Small Cap | 1.33 | - | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 0.04 | 0.04 | 0.04 |
| Utilities | 2.85 | 12.63 | 12.63 |
| Industrials | 17.94 | 10.61 | 10.61 |
| Financial Services | 25.66 | 20.21 | 20.21 |
| Consumer Cyclical | 13.04 | 11.44 | 11.44 |
| Basic Materials | 9.12 | 12.84 | 12.84 |
| Technology | 10.55 | 2.44 | 2.44 |
| Consumer Defensive | 4.2 | 12.24 | 12.24 |
| Healthcare | 8.43 | 6.25 | 6.25 |
| Real Estate | 2.92 | 3.43 | 3.43 |
| Energy | 2.27 | 5.63 | 5.63 |
| Communication Services | 3 | 2.24 | 2.24 |
Top Comparisons
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.67%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.56%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.63%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.63%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns25.81%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns22.29%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.46%
SBI NIFTY Index Fund - Regular Plan - Growth
3Y Returns13.72%