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

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tortoise-icon SBI Nifty Next 50 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 Next 50 Index Fund - Regular Plan - Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Fund SBI Nifty Next 50 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) ₹1071 Cr ₹90 Cr ₹90 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 05 May 2021 20 Sep 2010 20 Sep 2010
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI Nifty Next 50 TRI
Turn Over 52.85% 47% %
Expense Ratio 0.78 0.9 0.9
Manager Raviprakash Sharma Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF200KA1V76 INF397L01174 INF397L01174
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 /365 /365

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Month 2.35% 2.29% 2.29%
6 Month 28.55% 28.31% 28.31%
1 Year 69.04% 68.38% 68.38%
3 Year 22.87% 22.75% 22.75%
5 Year - 23.13% 23.13%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 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 32.85% 32.61% 32.61%
3 Year 56.81% 56.36% 56.36%
5 Year 58.19% 90.57% 90.57%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
1 Year 21.85% 24.09% 24.09%
3 Year 62.32% 61.53% 61.53%
5 Year 62.49% 96.33% 96.33%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth IDBI Nifty Next 50 Index Fund Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Standard Deviation 16.74% 16.66% 16.66%
Sharp 0.93% 0.93% 0.93%
Beta 1.15% 1.14% 1.14%
Alpha 3.54% 3.51% 3.51%

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Fund Managers

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

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others 1.63 0.47 2.58
Large Cap 88.54 89.47 87.69
Mid Cap 9.83 10.08 9.74

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

IDBI Nifty Next 50 Index Fund Growth

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

Others -0.34 0.47 0.63
Capital Goods 18.57 15.66 18.4
Healthcare 2.48 2.47 2.46
Consumer Staples 9.94 10 9.84
Financial 19.36 19.92 19.14
Materials 4.14 4.3 4.1
Insurance 3.44 3.76 3.42
Energy 11.32 11.68 11.21
Services 14.17 14.69 14.04
Metals & Mining 4.87 4.48 4.84
Construction 2.61 2.93 2.6
Chemicals 2.25 2.38 2.24
Automobile 5.59 5.33 5.5
Diversified 1.6 1.95 1.59

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