HSBC NIFTY 50 INDEX FUND vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

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tortoise-icon IDBI Nifty Next 50 Index Fund Growth

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tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

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tortoise-icon HSBC NIFTY 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹90 Cr ₹90 Cr ₹272 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 20 Sep 2010 20 Sep 2010 16 Apr 2020
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark Nifty Next 50 TRI Nifty Next 50 TRI NIFTY 50 TRI
Turn Over 47% % 8%
Expense Ratio 0.9 0.9 0.45
Manager Sumit Bhatnagar Sumit Bhatnagar Praveen Ayathan
ISIN Code INF397L01174 INF397L01174 INF917K01D38
Exits Load /365 /365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month 2.29% 2.29% 1.05%
6 Month 28.31% 28.31% 14.75%
1 Year 68.38% 68.38% 30.63%
3 Year 22.75% 22.75% 15.2%
5 Year 23.13% 23.13% -

SIP Return Analysis

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month - - -
1 Year 32.61% 32.61% 11.33%
3 Year 56.36% 56.36% 27.43%
5 Year 90.57% 90.57% 47.07%

Rolling Lumpsum Returns

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year 24.09% 24.09% 19.4%
3 Year 61.53% 61.53% 42.02%
5 Year 96.33% 96.33% 50.97%

Risk Management

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation 16.66% 16.66% 12.45%
Sharp 0.93% 0.93% 0.68%
Beta 1.14% 1.14% 0.99%
Alpha 3.51% 3.51% -1.88%

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Fund Managers

Scheme Name IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth
Name Sumit Bhatnagar Sumit Bhatnagar Praveen Ayathan
Total AUM ₹1786 Cr ₹1786 Cr ₹3762 Cr
Fund Manage 6 6 5
IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others 0.47 2.58 1.15
Large Cap 89.47 87.69 98.18
Mid Cap 10.08 9.74 0.67

Sector Allocation

Scheme Name

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others 0.47 0.63 0.31
Capital Goods 15.66 18.4 -
Healthcare 2.47 2.46 4.19
Consumer Staples 10 9.84 8.01
Financial 19.92 19.14 32.8
Materials 4.3 4.1 4.44
Insurance 3.76 3.42 1.21
Energy 11.68 11.21 14.49
Services 14.69 14.04 1.96
Metals & Mining 4.48 4.84 3.23
Construction 2.93 2.6 4.36
Chemicals 2.38 2.24 -
Automobile 5.33 5.5 8.03
Diversified 1.95 1.59 -
Technology - - 12.02
Consumer Discretionary - - 1.36
Communication - - 3.59

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