LIC MF Nifty Next 50 Index vs Edelweiss Nifty Next 50 Index
Data updated · direct-growth plans · not investment advice
LIC MF Nifty Next 50 Index currently edges it with a Smart Score of 79/100 vs 79/100. LIC MF Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.91 vs 0.91), 3-year returns of 18.9% vs 18.9%, and an expense ratio of 0.28% vs 0.19%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationLIC MF Nifty Next 50 Index and Edelweiss Nifty Next 50 Index share 65.5% 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 | 11.9%BEST | 11.6% | ||
3Y return | 18.9%BEST | 18.9% | ||
5Y return | 13.9%BEST | — | ||
Since launch | 14.4% | 15.9%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +11.3%BEST | +11.0% | ||
3Y vs index | +9.8%BEST | +9.8% | ||
5Y vs index | +4.2%BEST | — | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.68BEST | 0.67 | ||
Sortino ratio | 0.91BEST | 0.91 | ||
Std deviation | 18.41BEST | 18.41 | ||
Alpha | 7.99 | 8.20BEST | ||
Beta | 1.15 | 1.15 | ||
| Cost & size | ||||
Expense ratio | 0.28% | 0.19%BEST | ||
Fund size | ₹108 Cr | ₹276 CrBEST | ||
Portfolio P/E | 20.19 | 19.87BEST | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Nikhil Kapoor, Sasikant Aravamuthan | Bhavesh Jain | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 20 Sept 2010 | 01 Dec 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is LIC MF Nifty Next 50 Index better than Edelweiss Nifty Next 50 Index?
LIC MF Nifty Next 50 Index currently edges it with a Smart Score of 79/100 vs 79/100. LIC MF Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.91 vs 0.91), 3-year returns of 18.9% vs 18.9%, and an expense ratio of 0.28% vs 0.19%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — LIC MF Nifty Next 50 Index or Edelweiss Nifty Next 50 Index?
Edelweiss Nifty Next 50 Index has the lower expense ratio: 0.19% vs 0.28% (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), LIC MF Nifty Next 50 Index leads with 0.91 vs 0.91. Sharpe ratios: LIC MF Nifty Next 50 Index 0.68, Edelweiss Nifty Next 50 Index 0.67.