LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - 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) | ₹1825 Cr | ₹102 Cr | ₹102 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 19 May 2021 | 20 Sep 2010 | 20 Sep 2010 |
| 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 | 52.85% | 47% | % |
| Expense Ratio | 0.76 | 0.9 | 0.9 |
| Manager | Raviprakash Sharma | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF200KA1V76 | INF397L01174 | INF397L01174 |
| 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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | 1.16% | 1.13% | 1.13% |
| 6 Month | 4.82% | 4.87% | 4.87% |
| 1 Year | 4.28% | 4.16% | 4.16% |
| 3 Year | 17.74% | 17.47% | 17.47% |
| 5 Year | - | 18.57% | 18.57% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | 2.32% | 2.29% | 2.29% |
| 1 Year | 12.58% | 12.48% | 12.48% |
| 3 Year | 16.47% | 16.23% | 16.23% |
| 5 Year | - | 15.57% | 15.57% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 5.58% | 9.13% | 9.13% |
| 3 Year | 19.06% | 15.41% | 15.41% |
| 5 Year | - | 13.24% | 13.24% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 17.81% | 17.74% | 17.74% |
| Sharp | 0.65% | 0.63% | 0.63% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.81% | -1.01% | -1.01% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular 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 Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 6.19 | 6.37 | 6.37 |
| Large Cap | 81.31 | 81.15 | 81.15 |
| Mid Cap | 12.5 | 12.48 | 12.48 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 0.03 | 0.2 | 0.2 |
| Industrials | 10.82 | 10.78 | 10.78 |
| Healthcare | 6.31 | 6.26 | 6.26 |
| Financial Services | 20.16 | 20.16 | 20.16 |
| Energy | 5.62 | 5.57 | 5.57 |
| Consumer Cyclical | 11.2 | 11.16 | 11.16 |
| Basic Materials | 12.69 | 12.67 | 12.67 |
| Consumer Defensive | 12.03 | 12.06 | 12.06 |
| Utilities | 13.07 | 13.05 | 13.05 |
| Technology | 2.26 | 2.25 | 2.25 |
| Real Estate | 3.52 | 3.54 | 3.54 |
| Communication Services | 2.3 | 2.29 | 2.29 |
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