LIC MF Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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tortoise-icon HSBC NIFTY NEXT 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 LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹316 Cr ₹316 Cr ₹127 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹500 ₹500 ₹1000
Launch Date 28 Nov 2002 28 Nov 2002 16 Apr 2020
Category Index Fund Index Fund Index Fund
Fund Type Open-ended Open-Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 50 TRI NIFTY Next 50 TRI
Turn Over % 40% 54%
Expense Ratio 1.01 1.01 0.8
Manager Sumit Bhatnagar Sumit Bhatnagar Praveen Ayathan
ISIN Code INF767K01162 INF767K01162 INF917K01D95
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 0.25%, if redeemed within 7 days./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 LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 5.01% 5.01% 2.33%
6 Month 15.55% 15.55% 28.35%
1 Year 26.45% 26.45% 68.68%
3 Year 13.68% 13.68% 22.61%
5 Year 17.98% 17.98% -

SIP Return Analysis

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - - -
1 Year 10.98% 10.98% 32.66%
3 Year 26.24% 26.24% 56.32%
5 Year 53.73% 53.73% 79.39%

Rolling Lumpsum Returns

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 18.31% 18.31% 26.17%
3 Year 43.06% 43.06% 63.16%
5 Year 59.5% 59.5% 83.28%

Risk Management

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 12.45% 12.45% 16.7%
Sharp 0.64% 0.64% 0.92%
Beta 0.99% 0.99% 1.15%
Alpha -2.33% -2.33% 3.38%

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Fund Managers

Scheme Name LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 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
LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 1.33 1.33 2.07
Large Cap 97.98 97.98 88.15
Mid Cap 0.66 0.66 9.78

Sector Allocation

Scheme Name

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.49 0.49 0.11
Energy 14.48 14.48 11.26
Technology 11.97 11.97 -
Construction 4.36 4.36 2.6
Metals & Mining 3.24 3.24 4.85
Materials 4.42 4.42 4.12
Consumer Staples 7.98 7.98 9.91
Financial 32.76 32.76 19.27
Healthcare 4.19 4.19 2.47
Automobile 7.99 7.99 5.57
Insurance 1.2 1.2 3.42
Consumer Discretionary 1.35 1.35 -
Communication 3.58 3.58 -
Services 1.96 1.96 14.11
Capital Goods - - 18.48
Chemicals - - 2.24
Diversified - - 1.59

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