SBI NIFTY Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
SBI NIFTY 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 Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Fund | SBI NIFTY 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) | ₹10345 Cr | ₹99 Cr | ₹99 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 11 Jan 2002 | 20 Sep 2010 | 20 Sep 2010 |
| Category | Index | Index | Index |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 11% | 47% | % |
| Expense Ratio | 0.46 | 0.9 | 0.9 |
| Manager | Pradeep Kesavan | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF200K01537 | INF397L01174 | INF397L01174 |
| Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% 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 | SBI NIFTY Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Month | 3.62% | 2.52% | 2.52% |
| 6 Month | 6.43% | 8.45% | 8.45% |
| 1 Year | 7.06% | - | - |
| 3 Year | 13.3% | 17.49% | 17.49% |
| 5 Year | 17.88% | 20.39% | 20.39% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 6 Month | 0.09% | 1.15% | 1.15% |
| 1 Year | 7.17% | 8.01% | 8.01% |
| 3 Year | 10.4% | 15.13% | 15.13% |
| 5 Year | 11.58% | 15.07% | 15.07% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| 1 Year | 13.83% | 9.43% | 9.43% |
| 3 Year | 12.55% | 15.28% | 15.28% |
| 5 Year | 12.16% | 13.13% | 13.13% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Standard Deviation | 11.79% | 17.73% | 17.73% |
| Sharp | 0.59% | 0.59% | 0.59% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.53% | -1.01% | -1.01% |
Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Name | Pradeep Kesavan | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹434274 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 43 | 6 | 6 |
| SBI NIFTY 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 Index Fund - Regular Plan - Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | 3.07 | 6.64 | 6.64 |
| Large Cap | 95.53 | 81 | 81 |
| Mid Cap | 1.4 | 12.36 | 12.36 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
|---|---|---|---|
| Others | -0.05 | 0.59 | 0.59 |
| Energy | 10.37 | 5.35 | 5.35 |
| Technology | 9.91 | 2.09 | 2.09 |
| Industrials | 7.09 | 11.15 | 11.15 |
| Basic Materials | 6.32 | 12.76 | 12.76 |
| Healthcare | 4.3 | 5.91 | 5.91 |
| Consumer Defensive | 6.79 | 12.39 | 12.39 |
| Financial Services | 36.49 | 19.92 | 19.92 |
| Consumer Cyclical | 11.68 | 11.44 | 11.44 |
| Communication Services | 4.54 | 2.24 | 2.24 |
| Utilities | 2.56 | 12.74 | 12.74 |
| Real Estate | - | 3.41 | 3.41 |
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