LIC MF Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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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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Chart Comparison

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

Overview

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1071 Cr ₹316 Cr ₹316 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 05 May 2021 28 Nov 2002 28 Nov 2002
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI NIFTY 50 TRI
Turn Over 52.85% % 40%
Expense Ratio 0.78 1.01 1.01
Manager Raviprakash Sharma Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF200KA1V76 INF767K01162 INF767K01162
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 0.25%, if redeemed within 7 days./365

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Month 2.35% -6.23% -6.23%
6 Month 28.55% 7.44% 7.44%
1 Year 69.04% 26.91% 26.91%
3 Year 22.87% 11.2% 11.2%
5 Year - 15.25% 15.25%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
6 Month - - -
1 Year 32.85% 10.98% 10.98%
3 Year 56.81% 26.24% 26.24%
5 Year 58.19% 53.73% 53.73%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Year 7.67% 12.8% 12.8%
3 Year 22.02% 11.65% 11.65%
5 Year - 11.43% 11.43%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Standard Deviation 16.74% 12.45% 12.45%
Sharp 0.93% 0.64% 0.64%
Beta 1.15% 0.99% 0.99%
Alpha 3.54% -2.33% -2.33%

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Name Raviprakash Sharma Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹8390 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 5 6 6
SBI Nifty Next 50 Index Fund - Regular Plan - Growth LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others 1.63 1.33 1.33
Large Cap 88.54 97.98 97.98
Mid Cap 9.83 0.66 0.66

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others -0.34 0.49 0.49
Capital Goods 18.57 - -
Healthcare 2.48 4.19 4.19
Consumer Staples 9.94 7.98 7.98
Financial 19.36 32.76 32.76
Materials 4.14 4.42 4.42
Insurance 3.44 1.2 1.2
Energy 11.32 14.48 14.48
Services 14.17 1.96 1.96
Metals & Mining 4.87 3.24 3.24
Construction 2.61 4.36 4.36
Chemicals 2.25 - -
Automobile 5.59 7.99 7.99
Diversified 1.6 - -
Technology - 11.97 11.97
Consumer Discretionary - 1.35 1.35
Communication - 3.58 3.58

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