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Aditya Birla Sun Life Nifty 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1114 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 0.23% -0.23%
6 Month 9.55% 12.91%
1 Year 2.4% -7.62%
3 Year 12.69% 15.92%
5 Year 17.58% 19.31%

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 2.4% 2.32%
1 Year 5.48% -1.48%
3 Year 11.69% 15.48%
5 Year 12.62% 15.5%

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 12.13% 18.15%
Sharp 0.58% 0.62%
Beta 1.00% 1.00%
Alpha -0.56% -1.06%

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 3.23 2.39
Large Cap 95.63 87.94
Mid Cap 1.14 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 0.36 0.06
Energy 10.51 5.1
Technology 10.41 2.04
Industrials 5.91 14.58
Basic Materials 6.1 10.01
Consumer Defensive 6.73 13.9
Financial Services 37.72 20.29
Healthcare 3.77 6.34
Consumer Cyclical 11.28 11
Communication Services 4.63 2.33
Utilities 2.58 10.69
Real Estate - 3.66

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