- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹248 Cr | ₹139 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Apr 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 37% | 54% |
| Expense Ratio | 1.01 | 0.8 |
| Manager | Pranav Gupta | Praveen Ayathan |
| ISIN Code | INF209KB1V83 | INF917K01D95 |
| Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./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 Smallcap 50 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -1.75% | 0.23% |
| 6 Month | 9.97% | 8.15% |
| 1 Year | -5.45% | -6.38% |
| 3 Year | 25.42% | 18.26% |
| 5 Year | - | 20.31% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | -1.08% | 2.37% |
| 1 Year | 6.36% | 10.12% |
| 3 Year | 19.66% | 16.67% |
| 5 Year | - | 15.96% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 11.71% | 14.8% |
| 3 Year | 19.43% | 18.5% |
| 5 Year | - | 20.82% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 20.17% | 17.79% |
| Sharp | 0.86% | 0.59% |
| Beta | 1.00% | 1.00% |
| Alpha | -1.51% | -1.00% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | 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 Smallcap 50 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.04 | 6.15 |
| Small Cap | 97.02 | - |
| Mid Cap | 3.02 | 12.47 |
| Large Cap | - | 81.38 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.04 | 0.06 |
| Communication Services | 1.69 | 2.24 |
| Technology | 13.47 | 2.11 |
| Industrials | 11.23 | 11.23 |
| Basic Materials | 11.24 | 12.89 |
| Financial Services | 28.78 | 19.99 |
| Healthcare | 19.81 | 5.93 |
| Energy | 2.65 | 5.37 |
| Utilities | 3.15 | 12.79 |
| Consumer Cyclical | 4.93 | 11.5 |
| Real Estate | 0 | 3.42 |
| Consumer Defensive | 3.1 | 12.46 |
Top Comparisons
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns22.85%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns18.26%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.4%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns8%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.95%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.51%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns14.7%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
