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) | ₹1066 Cr | ₹133 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 | 3.32% | 3.44% |
6 Month | 8.43% | 1.19% |
1 Year | 6.99% | -3.88% |
3 Year | 18.03% | 23.09% |
5 Year | 20.49% | 21.42% |
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 | 9.49% | 10.01% |
1 Year | 14.22% | 3.35% |
3 Year | 16.02% | 20.08% |
5 Year | 15.49% | 18.37% |
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 | 14.05% | 18.64% |
3 Year | 12.17% | 18.49% |
5 Year | 11.93% | 22.58% |
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 | 13.12% | 19.49% |
Sharp | 0.63% | 0.67% |
Beta | 1.00% | 1.00% |
Alpha | -0.58% | -1.10% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.98 | -0.01 |
Large Cap | 97.75 | 88.52 |
Mid Cap | 1.27 | 11.49 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.12 | -0.01 |
Energy | 10.96 | 2.13 |
Technology | 13.96 | 2.41 |
Industrials | 5.73 | 14.79 |
Basic Materials | 5.84 | 9.75 |
Consumer Defensive | 8 | 10.67 |
Financial Services | 34.31 | 23.97 |
Healthcare | 3.91 | 5.55 |
Consumer Cyclical | 10.32 | 12.23 |
Communication Services | 4.13 | 2.67 |
Utilities | 2.74 | 12.26 |
Real Estate | - | 3.59 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns26.3%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns13.64%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns20.85%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns19.74%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns22.24%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.96%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.28%