LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 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 Smallcap 50 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) | ₹248 Cr | ₹99 Cr | ₹99 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| 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 Smallcap 50 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 | INF209KB1V83 | INF397L01174 | INF397L01174 |
| Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | 4.89% | 3.08% | 3.08% |
| 6 Month | 9.67% | 6.69% | 6.69% |
| 1 Year | 1.15% | -0.97% | -0.97% |
| 3 Year | 26.21% | 17.58% | 17.58% |
| 5 Year | - | 20.32% | 20.32% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | 0.7% | 2.6% | 2.6% |
| 1 Year | 10.03% | 11.74% | 11.74% |
| 3 Year | 20.84% | 17.14% | 17.14% |
| 5 Year | - | 16.27% | 16.27% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 11.71% | 9.43% | 9.43% |
| 3 Year | 19.43% | 15.28% | 15.28% |
| 5 Year | - | 13.13% | 13.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 20.17% | 17.73% | 17.73% |
| Sharp | 0.86% | 0.59% | 0.59% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -1.51% | -1.01% | -1.01% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | -0.04 | 6.64 | 6.64 |
| Small Cap | 97.02 | - | - |
| Mid Cap | 3.02 | 12.36 | 12.36 |
| Large Cap | - | 81 | 81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | -0.04 | 0.59 | 0.59 |
| Communication Services | 1.69 | 2.24 | 2.24 |
| Technology | 13.47 | 2.09 | 2.09 |
| Industrials | 11.23 | 11.15 | 11.15 |
| Basic Materials | 11.24 | 12.76 | 12.76 |
| Financial Services | 28.78 | 19.92 | 19.92 |
| Healthcare | 19.81 | 5.91 | 5.91 |
| Energy | 2.65 | 5.35 | 5.35 |
| Utilities | 3.15 | 12.74 | 12.74 |
| Consumer Cyclical | 4.93 | 11.44 | 11.44 |
| Real Estate | 0 | 3.41 | 3.41 |
| Consumer Defensive | 3.1 | 12.39 | 12.39 |
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