HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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HDFC Nifty 50 Index Fund - Growth Plan

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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	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹22531 Cr	₹142 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	18 Jul 2002	16 Apr 2020
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY Next 50 TRI
Turn Over	8.28%	54%
Expense Ratio	0.36	0.8
Manager	Arun Agarwal	Praveen Ayathan
ISIN Code	INF179K01KZ8	INF917K01D95
Exits Load	HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 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	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month	0.67%	1.37%
6 Month	4.88%	2.46%
1 Year	11.12%	-0.04%
3 Year	14.46%	18.8%
5 Year	14.55%	16.26%

SIP Return Analysis

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	2.03%	-1.1%
1 Year	12.44%	5.84%
3 Year	12.59%	13.78%
5 Year	12.85%	14.29%

Rolling Lumpsum Returns

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	13.83%	11.45%
3 Year	12.89%	18.24%
5 Year	12.65%	20.19%

Risk Management

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation	11.55%	17.85%
Sharp	0.53%	0.57%
Beta	1.00%	1.00%
Alpha	-0.41%	-1.00%

Fund Managers

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name	Arun Agarwal	Praveen Ayathan
Total AUM	₹110478 Cr	₹3762 Cr
Funds Managed	14	5
	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	3.36	6.02
Large Cap	95.3	81.38
Mid Cap	1.34	12.6

Sector Allocation

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.05	0.06
Energy	10.88	5.63
Technology	10.22	2.45
Industrials	7.25	10.62
Basic Materials	6.17	12.86
Healthcare	4.32	6.26
Consumer Defensive	6.49	12.21
Financial Services	36.82	20.2
Consumer Cyclical	10.7	11.44
Communication Services	4.79	2.24
Utilities	2.32	12.63
Real Estate	-	3.41

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