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) | ₹11633 Cr | ₹101 Cr | ₹101 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 | -0.37% | -1.85% | -1.85% |
| 6 Month | 5.2% | 3.92% | 3.92% |
| 1 Year | 9.22% | -3.09% | -3.09% |
| 3 Year | 12.82% | 15.97% | 15.97% |
| 5 Year | 14.22% | 16.14% | 16.14% |
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 | 3.57% | 0.15% | 0.15% |
| 1 Year | 16.22% | 10.53% | 10.53% |
| 3 Year | 12.97% | 14.35% | 14.35% |
| 5 Year | 12.83% | 14.43% | 14.43% |
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 | 13.66% | 8.9% | 8.9% |
| 3 Year | 12.64% | 15.49% | 15.49% |
| 5 Year | 12.21% | 13.35% | 13.35% |
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 | 11.56% | 16.66% | 16.66% |
| Sharp | 0.52% | 0.93% | 0.93% |
| Beta | 1.00% | 1.14% | 1.14% |
| Alpha | -0.53% | 3.51% | 3.51% |
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 | 3.35 | 6.01 | 6.01 |
| Large Cap | 95.31 | 81.38 | 81.38 |
| Mid Cap | 1.34 | 12.61 | 12.61 |
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 | 0.04 | 0.04 | 0.04 |
| Energy | 10.88 | 5.63 | 5.63 |
| Technology | 10.23 | 2.44 | 2.44 |
| Industrials | 7.25 | 10.61 | 10.61 |
| Basic Materials | 6.17 | 12.84 | 12.84 |
| Healthcare | 4.32 | 6.25 | 6.25 |
| Consumer Defensive | 6.49 | 12.24 | 12.24 |
| Financial Services | 36.82 | 20.21 | 20.21 |
| Consumer Cyclical | 10.7 | 11.44 | 11.44 |
| Communication Services | 4.79 | 2.24 | 2.24 |
| Utilities | 2.32 | 12.63 | 12.63 |
| Real Estate | - | 3.43 | 3.43 |
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