SBI NIFTY Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

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tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

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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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Chart Comparison

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

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) ₹7935 Cr ₹90 Cr ₹90 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 04 Feb 2002 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
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 0.48 0.9 0.9
Manager Pradeep Kesavan Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF200K01537 INF397L01174 INF397L01174
Exits Load Exit load of 0.20% if redeemed within 15 days/365 /365 /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 1.05% 2.29% 2.29%
6 Month 14.77% 28.31% 28.31%
1 Year 30.57% 68.38% 68.38%
3 Year 15.18% 22.75% 22.75%
5 Year 18.25% 23.13% 23.13%

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 - - -
1 Year 11.29% 32.61% 32.61%
3 Year 27.36% 56.36% 56.36%
5 Year 56% 90.57% 90.57%

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 18.83% 24.09% 24.09%
3 Year 44.73% 61.53% 61.53%
5 Year 61.93% 96.33% 96.33%

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 12.48% 16.66% 16.66%
Sharp 0.67% 0.93% 0.93%
Beta 0.99% 1.14% 1.14%
Alpha -1.93% 3.51% 3.51%

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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
Fund Manage 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

Large Cap 98.22 89.47 87.69
Others 1.08 0.47 2.58
Mid Cap 0.67 10.08 9.74

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

Financial 33.18 19.92 19.14
Energy 14.49 11.68 11.21
Technology 12.03 - -
Construction 4.36 2.93 2.6
Consumer Staples 8.01 10 9.84
Communication 3.59 - -
Automobile 8.04 5.33 5.5
Healthcare 4.19 2.47 2.46
Metals & Mining 3.23 4.48 4.84
Consumer Discretionary 1.36 - -
Materials 4.45 4.3 4.1
Services 1.96 14.69 14.04
Insurance 1.21 3.76 3.42
Others -0.13 0.47 0.63
Capital Goods - 15.66 18.4
Chemicals - 2.38 2.24
Diversified - 1.95 1.59

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