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) | ₹1213 Cr | ₹142 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 | 1.03% | -0.19% |
| 6 Month | 6.49% | 3.44% |
| 1 Year | 10.37% | -1.7% |
| 3 Year | 12.84% | 16.88% |
| 5 Year | 15.73% | 17.61% |
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 | 4.61% | 1.69% |
| 1 Year | 17.54% | 11.43% |
| 3 Year | 13.71% | 15.57% |
| 5 Year | 13.42% | 15.29% |
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 | 13.63% | 12.01% |
| 3 Year | 12.4% | 18.33% |
| 5 Year | 12.05% | 20.36% |
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% | 17.80% |
| Sharp | 0.67% | 0.64% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.98% | -1.00% |
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 | 3.72 | 6.22 |
| Large Cap | 94.9 | 81.29 |
| Mid Cap | 1.38 | 12.5 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.48 | 0.05 |
| Energy | 10.66 | 5.62 |
| Technology | 9.9 | 2.26 |
| Industrials | 7.25 | 10.82 |
| Basic Materials | 6.38 | 12.69 |
| Healthcare | 4.22 | 6.3 |
| Consumer Defensive | 6.7 | 12.03 |
| Financial Services | 36.33 | 20.16 |
| Consumer Cyclical | 10.86 | 11.2 |
| Communication Services | 4.74 | 2.29 |
| Utilities | 2.46 | 13.06 |
| Real Estate | - | 3.52 |
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