SBI NIFTY Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
SBI NIFTY Index Fund - Regular Plan - Growth
IDBI Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | SBI NIFTY Index Fund - Regular Plan - Growth | 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) | ₹8752 Cr | ₹89 Cr | ₹89 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 11 Jan 2002 | 20 Sep 2010 | 20 Sep 2010 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 11% | 47% | % |
Expense Ratio | 0.46 | 0.9 | 0.9 |
Manager | Pradeep Kesavan | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF200K01537 | INF397L01174 | INF397L01174 |
Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 5.91% | 8.12% | 8.12% |
6 Month | -3.49% | -13.19% | -13.19% |
1 Year | 8.45% | 3.2% | 3.2% |
3 Year | 11.58% | 13.56% | 13.56% |
5 Year | 21.43% | 21.71% | 21.71% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | 2.26% | -1.04% | -1.04% |
1 Year | 0.8% | -12.47% | -12.47% |
3 Year | 12.66% | 17.53% | 17.53% |
5 Year | 14.16% | 17.27% | 17.27% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 14.48% | 10.53% | 10.53% |
3 Year | 12.43% | 15.19% | 15.19% |
5 Year | 12.02% | 12.43% | 12.43% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 13.127% | 19.574% | 19.574% |
Sharp | 0.336% | 0.371% | 0.371% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Name | Pradeep Kesavan | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹434274 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 43 | 6 | 6 |
SBI NIFTY Index Fund - Regular Plan - Growth | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.94 | 0.26 | 0.26 |
Large Cap | 97.79 | 88.05 | 88.05 |
Mid Cap | 1.27 | 11.69 | 11.69 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 0.07 | 0.26 | 0.26 |
Energy | 10.96 | 2.08 | 2.08 |
Technology | 13.96 | 2.1 | 2.1 |
Industrials | 5.73 | 14.26 | 14.26 |
Basic Materials | 5.84 | 10.15 | 10.15 |
Consumer Defensive | 8 | 10.43 | 10.43 |
Financial Services | 34.32 | 23.81 | 23.81 |
Healthcare | 3.91 | 5.8 | 5.8 |
Consumer Cyclical | 10.32 | 12.89 | 12.89 |
Communication Services | 4.13 | 2.67 | 2.67 |
Utilities | 2.75 | 12.04 | 12.04 |
Real Estate | - | 3.51 | 3.51 |
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