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

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Nifty 50 Index Fund-Growth

Invest Now

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

Invest Now

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 -8.76% -5.31% -5.31%
6 Month 0.92% 4.88% 4.88%
1 Year 44.64% 19.46% 19.46%
3 Year 15.73% 9.87% 9.87%
5 Year - 14.39% 14.39%

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 24.16% 12.31% 12.31%
3 Year 27.71% 15.62% 15.62%
5 Year - 16.77% 16.77%

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 8.08% 12.81% 12.81%
3 Year 22.01% 11.63% 11.63%
5 Year - 11.44% 11.44%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns15.13%

VS

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns13.36%

Compare Now

ICICI Prudential Dividend Yield Equity Fund Growth Option ICICI Prudential Dividend Yield Equity Fund Growth Option

3Y Returns22.7%

VS

UTI-Dividend Yield Fund.-Growth UTI-Dividend Yield Fund.-Growth

3Y Returns16.54%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns16.22%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns13.76%

Compare Now

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns10.72%

VS

HSBC Managed Solutions - Moderate - Growth HSBC Managed Solutions - Moderate - Growth

3Y Returns10.78%

Compare Now
Request call back
Add to Cart Successfully