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) | ₹11816 Cr | ₹100 Cr | ₹100 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | -0.62% | 0.69% | 0.69% |
| 6 Month | 2.19% | -0.01% | -0.01% |
| 1 Year | 11.12% | 6.61% | 6.61% |
| 3 Year | 13.54% | 17.4% | 17.4% |
| 5 Year | 12.91% | 15.12% | 15.12% |
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 | 0.63% | -0.09% | -0.09% |
| 1 Year | 9.01% | 8.02% | 8.02% |
| 3 Year | 10.93% | 13.05% | 13.05% |
| 5 Year | 11.74% | 13.91% | 13.91% |
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 | 13.58% | 8.77% | 8.77% |
| 3 Year | 12.68% | 15.53% | 15.53% |
| 5 Year | 12.23% | 13.44% | 13.44% |
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 | 12.48% | 16.66% | 16.66% |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 2.97 | 5.8 | 5.8 |
| Large Cap | 95.77 | 81.76 | 81.76 |
| Mid Cap | 1.27 | 12.44 | 12.44 |
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 | -0.42 | 0.17 | 0.17 |
| Energy | 10.98 | 5.87 | 5.87 |
| Technology | 10.46 | 2.44 | 2.44 |
| Industrials | 7.07 | 10.23 | 10.23 |
| Basic Materials | 6.4 | 13.57 | 13.57 |
| Healthcare | 4.17 | 6.24 | 6.24 |
| Consumer Defensive | 6.44 | 12.29 | 12.29 |
| Financial Services | 36.73 | 20 | 20 |
| Consumer Cyclical | 10.9 | 11.62 | 11.62 |
| Communication Services | 4.95 | 2.23 | 2.23 |
| Utilities | 2.33 | 12.14 | 12.14 |
| Real Estate | - | 3.19 | 3.19 |
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