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 | 1.44% | 1.87% |
| 6 Month | 8.49% | 7.61% |
| 1 Year | 4.13% | 3.99% |
| 3 Year | 25.94% | 17% |
| 5 Year | - | 18.68% |
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 | 0.03% | 2.55% |
| 1 Year | 9% | 12.24% |
| 3 Year | 18.78% | 16.02% |
| 5 Year | - | 15.35% |
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% | 12.73% |
| 3 Year | 19.43% | 18.36% |
| 5 Year | - | 20.47% |
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 | 20.25% | 17.80% |
| Sharp | 0.93% | 0.64% |
| 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 |
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