Aditya Birla Sun Life Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1121 Cr | ₹135 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Sep 2002 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 16% | 54% |
| Expense Ratio | 0.47 | 0.8 |
| Manager | Pranav Gupta | Praveen Ayathan |
| ISIN Code | INF209K01LB2 | INF917K01D95 |
| Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 2.82% | 3.98% |
| 6 Month | 13.2% | 16.46% |
| 1 Year | 0.41% | -8.27% |
| 3 Year | 13.7% | 15.78% |
| 5 Year | 17.7% | 19.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.13% | 3.53% |
| 1 Year | 10.65% | 7.58% |
| 3 Year | 12.59% | 16.97% |
| 5 Year | 12.9% | 16.08% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 13.87% | 16.58% |
| 3 Year | 12.26% | 18.74% |
| 5 Year | 11.98% | 21.58% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 12.11% | 17.96% |
| Sharp | 0.45% | 0.47% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.56% | -1.04% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Pranav Gupta | Praveen Ayathan |
| Total AUM | ₹10003 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 3.16 | 2.57 |
| Large Cap | 95.71 | 87.75 |
| Mid Cap | 1.13 | 9.67 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.33 | 0.25 |
| Energy | 10.39 | 4.87 |
| Technology | 10.48 | 2.09 |
| Industrials | 5.87 | 14.49 |
| Basic Materials | 6.28 | 10.09 |
| Consumer Defensive | 6.93 | 14.23 |
| Financial Services | 36.7 | 19.58 |
| Healthcare | 3.74 | 6.14 |
| Consumer Cyclical | 12.13 | 11.89 |
| Communication Services | 4.64 | 2.32 |
| Utilities | 2.52 | 10.5 |
| Real Estate | - | 3.55 |
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