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HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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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 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) ₹20930 Cr ₹139 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 3.56% 3.1%
6 Month 6.6% 9.66%
1 Year 7.34% 0.73%
3 Year 13.39% 17.54%
5 Year 17.74% 20.33%

SIP Return Analysis

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 0.16% 1.06%
1 Year 7.04% 7.77%
3 Year 10.62% 15.21%
5 Year 11.69% 14.95%

Rolling Lumpsum Returns

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 13.96% 14.8%
3 Year 12.79% 18.5%
5 Year 12.6% 20.82%

Risk Management

Scheme Name HDFC Nifty 50 Index Fund - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 11.68% 17.80%
Sharp 0.58% 0.64%
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 3.09 6.15
Large Cap 95.52 81.38
Mid Cap 1.4 12.47

Sector Allocation

Scheme Name

HDFC Nifty 50 Index Fund - Growth Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others -0.03 0.06
Energy 10.37 5.37
Technology 9.91 2.11
Industrials 7.09 11.23
Basic Materials 6.32 12.89
Healthcare 4.29 5.93
Consumer Defensive 6.79 12.46
Financial Services 36.49 19.99
Consumer Cyclical 11.68 11.5
Communication Services 4.54 2.24
Utilities 2.56 12.79
Real Estate - 3.42

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