LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs HSBC NIFTY NEXT 50 INDEX FUND compare
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Fund | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Very High | Very High |
| Asset Size (Cr) | ₹101 Cr | ₹101 Cr | ₹142 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹200 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 20 Sep 2010 | 20 Sep 2010 | 16 Apr 2020 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 47% | % | 54% |
| Expense Ratio | 0.9 | 0.9 | 0.8 |
| Manager | Sumit Bhatnagar | Sumit Bhatnagar | Praveen Ayathan |
| ISIN Code | INF397L01174 | INF397L01174 | INF917K01D95 |
| Exits Load | Data not available./365 | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| 1 Month | -1.85% | -1.85% | -1.84% |
| 6 Month | 3.92% | 3.92% | 3.97% |
| 1 Year | -3.09% | -3.09% | -3.28% |
| 3 Year | 15.97% | 15.97% | 16.02% |
| 5 Year | 16.14% | 16.14% | 16.06% |
SIP Return Analysis
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| 6 Month | -1.14% | -1.14% | -1.1% |
| 1 Year | 5.82% | 5.82% | 5.84% |
| 3 Year | 13.8% | 13.8% | 13.78% |
| 5 Year | 14.36% | 14.36% | 14.29% |
Rolling Lumpsum Returns
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| 1 Year | 8.9% | 8.9% | 11.45% |
| 3 Year | 15.49% | 15.49% | 18.24% |
| 5 Year | 13.35% | 13.35% | 20.19% |
Risk Management
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Standard Deviation | 16.66% | 16.66% | 17.85% |
| Sharp | 0.93% | 0.93% | 0.57% |
| Beta | 1.14% | 1.14% | 1.00% |
| Alpha | 3.51% | 3.51% | -1.00% |
Fund Managers
| Scheme Name | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Name | Sumit Bhatnagar | Sumit Bhatnagar | Praveen Ayathan |
| Total AUM | ₹1786 Cr | ₹1786 Cr | ₹3762 Cr |
| Funds Managed | 6 | 6 | 5 |
| LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Others | 6.01 | 6.01 | 6.02 |
| Large Cap | 81.38 | 81.38 | 81.38 |
| Mid Cap | 12.61 | 12.61 | 12.6 |
Sector Allocation
| Scheme Name |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|---|
| Others | 0.04 | 0.04 | 0.06 |
| Industrials | 10.61 | 10.61 | 10.62 |
| Healthcare | 6.25 | 6.25 | 6.26 |
| Financial Services | 20.21 | 20.21 | 20.2 |
| Energy | 5.63 | 5.63 | 5.63 |
| Consumer Cyclical | 11.44 | 11.44 | 11.44 |
| Basic Materials | 12.84 | 12.84 | 12.86 |
| Consumer Defensive | 12.24 | 12.24 | 12.21 |
| Utilities | 12.63 | 12.63 | 12.63 |
| Technology | 2.44 | 2.44 | 2.45 |
| Real Estate | 3.43 | 3.43 | 3.41 |
| Communication Services | 2.24 | 2.24 | 2.24 |
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