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 | 0.99% | 0.48% |
6 Month | 5.89% | -2.44% |
1 Year | 6.97% | -6.28% |
3 Year | 17.45% | 22.01% |
5 Year | 19.99% | 20.69% |
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 | 6.63% | 4.63% |
1 Year | 9.32% | -3.83% |
3 Year | 14.51% | 17.89% |
5 Year | 14.65% | 17.18% |
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% |
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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 |
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