What is the risk comparison between SBI Nifty Next 50 Index Fund - Regular Plan - Growth and LIC Nifty Next 50 Index Fund Growth?

SBI Nifty Next 50 Index Fund - Regular Plan - Growth is more volatile than LIC Nifty Next 50 Index Fund Growth. Choose a fund based on your risk tolerance and goals.

SBI Nifty Next 50 Index Fund - Regular Plan - Growth vs LIC Nifty Next 50 Index Fund Growth: Which has better AUM growth?

SBI Nifty Next 50 Index Fund - Regular Plan - Growth has Rs 1832.13 crore in AUM and LIC Nifty Next 50 Index Fund Growth has Rs 99.93 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

SBI Nifty Next 50 Index Fund - Regular Plan - Growth or LIC Nifty Next 50 Index Fund Growth: Which beats its benchmark more consistently?

SBI Nifty Next 50 Index Fund - Regular Plan - Growth has outperformed the benchmark more consistently with an average of 18.14% over 5 years than LIC Nifty Next 50 Index Fund Growth with 18.14%. SBI Nifty Next 50 Index Fund - Regular Plan - Growth has performed better against its benchmark.

SBI Nifty Next 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

Compare Up to 4 FundsFree Analysis

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Index very high Risk

LIC Nifty Next 50 Index Fund Growth

Index medium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (3Y)

20.36 %

Expense Ratio

0.76 %

The trade-off:

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Returns (5Y)

16.21 %

Expense Ratio

0.9 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

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

Basic Overview

Current NAV

₹ 18.33

₹ 50.24

Benchmark

NIFTY Next 50 TRI

Fund Size (AUM)

₹1832 Cr

₹100 Cr

Expense Ratio

0.76%

0.9%

Launch Date

19 May 2021

20 Sep 2010

SIP Returns

1 Year Return

10.54%

10.39%

3 Year Return

13.59%

13.37%

5 Year Return

14.27%

Since Inception

13.44%

Trailing Returns

1 Month Return

-1.24%

3 Month Return

0.64%

0.52%

1 Year Return

9.21%

9.06%

3 Year Return

20.36%

20.06%

5 Year Return

16.21%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

16.74

16.66

Investment & Taxes

Min SIP Amount

₹ 500

₹ 200

Min Lumpsum

₹ 5,000

Exit 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

Taxation

As per Equity rules

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

SBI Nifty Next 50 Index Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

LIC Nifty Next 50 Index Fund Growth3 /100

More vulnerable during market declines.

SBI Nifty Next 50 Index Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

LIC Nifty Next 50 Index Fund Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

SBI Nifty Next 50 Index Fund - Regular Plan - Growth0.0%

LIC Nifty Next 50 Index Fund Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

SBI Nifty Next 50 Index Fund - Regular Plan - Growthslow

LIC Nifty Next 50 Index Fund Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

₹0+0.00%

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₹0+0.00%

Note: All returns displayed are calculated on an annualized basis.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SBI Nifty Next 50 Index Fund - Regular Plan - Growth had a 5-year average annual growth rate of 0%, while LIC Nifty Next 50 Index Fund Growth's was 16.21%. LIC Nifty Next 50 Index Fund Growth is better for long-term growth.