HDFC Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Overview

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI 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	Very High	Very High
Asset Size (Cr)	₹16593 Cr	₹90 Cr	₹90 Cr
Min Investment	₹100	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹100	₹500	₹500
Launch Date	01 Jul 2002	20 Sep 2010	20 Sep 2010
Category	Index Fund	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	Nifty Next 50 TRI	Nifty Next 50 TRI
Turn Over	8.28%	47%	%
Expense Ratio	0.36	0.9	0.9
Manager	Arun Agarwal	Sumit Bhatnagar	Sumit Bhatnagar
ISIN Code	INF179K01KZ8	INF397L01174	INF397L01174
Exits Load	Exit load of 0.25% if redeemed within 3 days/365	/365	/365

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month	1.06%	2.29%	2.29%
6 Month	14.81%	28.31%	28.31%
1 Year	30.71%	68.38%	68.38%
3 Year	15.29%	22.75%	22.75%
5 Year	18.52%	23.13%	23.13%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
6 Month	-	-	-
1 Year	11.36%	32.61%	32.61%
3 Year	27.59%	56.36%	56.36%
5 Year	56.72%	90.57%	90.57%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year	19.05%	24.09%	24.09%
3 Year	45.25%	61.53%	61.53%
5 Year	62.66%	96.33%	96.33%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation	12.46%	16.66%	16.66%
Sharp	0.68%	0.93%	0.93%
Beta	0.99%	1.14%	1.14%
Alpha	-1.8%	3.51%	3.51%

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Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Name	Arun Agarwal	Sumit Bhatnagar	Sumit Bhatnagar
Total AUM	₹110478 Cr	₹1786 Cr	₹1786 Cr
Fund Manage	14	6	6
	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Others	0.39	0.47	2.58
Large Cap	99.61	89.47	87.69
Mid Cap	-	10.08	9.74

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	IDBI Nifty Next 50 Index Fund Growth	LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Others	0.39	0.47	0.63
Petroleum Products	10.5	-	-
IT - Software	12.46	-	-
Construction	3.89	2.93	2.6
Ferrous Metals	2.18	-	-
Consumer Durables	2.56	-	-
Diversified FMCG	5.76	-	-
Non - Ferrous Metals	0.95	-	-
Banks	29.67	-	-
Pharmaceuticals & Biotechnology	3.55	-	-
Cement & Cement Products	2.18	-	-
Automobiles	8.02	-	-
Insurance	1.22	3.76	3.42
Agricultural Food & other Products	0.65	-	-
Oil	1	-	-
Food Products	1.46	-	-
Finance	3.43	-	-
Telecom - Services	3.63	-	-
Metals & Minerals Trading	0.78	-	-
Healthcare Services	0.58	-	-
Consumable Fuels	1.01	-	-
Power	3.11	-	-
Transport Infrastructure	1.02	-	-
Capital Goods	-	15.66	18.4
Healthcare	-	2.47	2.46
Consumer Staples	-	10	9.84
Financial	-	19.92	19.14
Materials	-	4.3	4.1
Energy	-	11.68	11.21
Services	-	14.69	14.04
Metals & Mining	-	4.48	4.84
Chemicals	-	2.38	2.24
Automobile	-	5.33	5.5
Diversified	-	1.95	1.59