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) | ₹258 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 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 | -3.83% | -1.9% | -1.9% |
| 6 Month | -4.55% | 1.73% | 1.73% |
| 1 Year | -9.59% | -6.14% | -6.14% |
| 3 Year | 22.83% | 15.7% | 15.7% |
| 5 Year | - | 16.29% | 16.29% |
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 | -3.22% | 0.15% | 0.15% |
| 1 Year | 4.77% | 10.53% | 10.53% |
| 3 Year | 15.56% | 14.35% | 14.35% |
| 5 Year | - | 14.43% | 14.43% |
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% | 9.06% | 9.06% |
| 3 Year | 19.43% | 15.46% | 15.46% |
| 5 Year | - | 13.32% | 13.32% |
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 | 20.35% | 16.66% | 16.66% |
| Sharp | 0.84% | 0.93% | 0.93% |
| Beta | 1.00% | 1.14% | 1.14% |
| Alpha | -1.50% | 3.51% | 3.51% |
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 | 0.06 | 6.01 | 6.01 |
| Small Cap | 97.21 | - | - |
| Mid Cap | 2.73 | 12.61 | 12.61 |
| Large Cap | - | 81.38 | 81.38 |
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 | 0.06 | 0.04 | 0.04 |
| Communication Services | 1.59 | 2.24 | 2.24 |
| Basic Materials | 10.39 | 12.84 | 12.84 |
| Financial Services | 29.79 | 20.21 | 20.21 |
| Healthcare | 19.5 | 6.25 | 6.25 |
| Real Estate | 1.28 | 3.43 | 3.43 |
| Industrials | 11.04 | 10.61 | 10.61 |
| Technology | 12.9 | 2.44 | 2.44 |
| Energy | 2.46 | 5.63 | 5.63 |
| Consumer Cyclical | 4.59 | 11.44 | 11.44 |
| Utilities | 3.21 | 12.63 | 12.63 |
| Consumer Defensive | 3.19 | 12.24 | 12.24 |
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