Edelweiss Nifty Next 50 Index vs LIC MF Nifty Next 50 Index
Data updated · direct-growth plans · not investment advice
Edelweiss Nifty Next 50 Index currently edges it with a Smart Score of 81/100 vs 79/100. Edelweiss Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.71 vs 0.71), 3-year returns of 16.3% vs 16.3%, and an expense ratio of 0.23% vs 0.32%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationEdelweiss Nifty Next 50 Index and LIC MF Nifty Next 50 Index share 65.9% of their portfolios — owning both is closer to doubling one bet than diversifying.
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 3.6% | 3.7%BEST | ||
3Y return | 16.3%BEST | 16.3% | ||
5Y return | — | 11.1%BEST | ||
Since launch | 13.4% | 13.7%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +10.9% | +11.0%BEST | ||
3Y vs index | +10.5%BEST | +10.5% | ||
5Y vs index | — | +5.0%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.53BEST | 0.53 | ||
Sortino ratio | 0.71BEST | 0.71 | ||
Std deviation | 18.44BEST | 18.45 | ||
Alpha | 9.27BEST | 9.01 | ||
Beta | 1.15 | 1.15 | ||
| Cost & size | ||||
Expense ratio | 0.23%BEST | 0.32% | ||
Fund size | ₹303 CrBEST | ₹112 Cr | ||
Portfolio P/E | 20.08BEST | 20.10 | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Bhavesh Jain | Nikhil Kapoor, Sasikant Aravamuthan | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 01 Dec 2022 | 20 Sept 2010 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Edelweiss Nifty Next 50 Index better than LIC MF Nifty Next 50 Index?
Edelweiss Nifty Next 50 Index currently edges it with a Smart Score of 81/100 vs 79/100. Edelweiss Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.71 vs 0.71), 3-year returns of 16.3% vs 16.3%, and an expense ratio of 0.23% vs 0.32%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — Edelweiss Nifty Next 50 Index or LIC MF Nifty Next 50 Index?
Edelweiss Nifty Next 50 Index has the lower expense ratio: 0.23% vs 0.32% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Edelweiss Nifty Next 50 Index leads with 0.71 vs 0.71. Sharpe ratios: Edelweiss Nifty Next 50 Index 0.53, LIC MF Nifty Next 50 Index 0.53.