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) | ₹1274 Cr | ₹143 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 | -3.31% | -3.34% |
| 6 Month | 1.55% | -0.65% |
| 1 Year | 11.09% | 9.72% |
| 3 Year | 13.37% | 19% |
| 5 Year | 13.15% | 15.09% |
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 | -2.01% | -3.48% |
| 1 Year | 2.51% | -1.42% |
| 3 Year | 9.17% | 10.46% |
| 5 Year | 10.8% | 12.54% |
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 | 13.51% | 10.27% |
| 3 Year | 12.46% | 18.2% |
| 5 Year | 12.08% | 19.98% |
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 | 12.46% | 16.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 3.36 | 5.68 |
| Large Cap | 95.38 | 81.87 |
| Mid Cap | 1.26 | 12.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.02 | 0.03 |
| Energy | 10.94 | 5.9 |
| Technology | 10.42 | 2.43 |
| Industrials | 7.04 | 10.22 |
| Basic Materials | 6.38 | 13.55 |
| Healthcare | 4.15 | 6.23 |
| Consumer Defensive | 6.41 | 12.33 |
| Financial Services | 36.58 | 20.06 |
| Consumer Cyclical | 10.86 | 11.64 |
| Communication Services | 4.93 | 2.24 |
| Utilities | 2.32 | 12.17 |
| Real Estate | - | 3.19 |
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