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

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

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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 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) ₹242 Cr ₹135 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 2.04% 3.04%
6 Month 18.77% 15.1%
1 Year -7.19% -9.75%
3 Year 22.57% 14.8%
5 Year - 19.77%

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 2.23% 3.53%
1 Year 7% 7.58%
3 Year 21.4% 16.97%
5 Year - 16.08%

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 15.2% 16.58%
3 Year 19% 18.74%
5 Year - 21.58%

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 20.38% 17.96%
Sharp 0.78% 0.47%
Beta 1.00% 1.00%
Alpha -1.54% -1.04%

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 0.16 2.39
Small Cap 97.35 -
Mid Cap 2.49 9.67
Large Cap - 87.94

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.16 0.06
Communication Services 1.84 2.33
Technology 11.37 2.04
Industrials 18.02 14.58
Basic Materials 12.71 10.01
Financial Services 23.22 20.29
Healthcare 13.65 6.34
Energy 2.92 5.1
Utilities 5.35 10.69
Consumer Cyclical 5.51 11
Real Estate 2.08 3.66
Consumer Defensive 3.18 13.9

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