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

Link copied to clipboard!

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

Invest Now

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Invest Now

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)	₹260 Cr	₹142 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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month	-3.13%	-2.1%
6 Month	-3.02%	2.58%
1 Year	-8.71%	-5.31%
3 Year	22.63%	15.82%
5 Year	-	16.64%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	-1.37%	1.02%
1 Year	5.93%	10.07%
3 Year	16.01%	14.52%
5 Year	-	14.51%

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%	11.84%
3 Year	19.43%	18.29%
5 Year	-	20.29%

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation	20.35%	17.85%
Sharp	0.84%	0.57%
Beta	1.00%	1.00%
Alpha	-1.50%	-1.00%

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

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.06	6.22
Small Cap	97.21	-
Mid Cap	2.73	12.5
Large Cap	-	81.29

Scheme Name	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.06	0.05
Communication Services	1.59	2.29
Basic Materials	11.67	12.69
Financial Services	29.79	20.16
Healthcare	19.5	6.3
Industrials	11.04	10.82
Technology	12.9	2.26
Energy	2.46	5.62
Consumer Cyclical	4.59	11.2
Utilities	3.21	13.06
Consumer Defensive	3.19	12.03
Real Estate	-	3.52