HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
HDFC Nifty 50 Index Fund - Growth Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹20527 Cr | ₹135 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 | 2.84% | 3.98% |
6 Month | 13.27% | 16.46% |
1 Year | 0.51% | -8.27% |
3 Year | 13.86% | 15.78% |
5 Year | 17.96% | 19.93% |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 3.16% | 3.53% |
1 Year | 10.77% | 7.58% |
3 Year | 12.71% | 16.97% |
5 Year | 13.07% | 16.08% |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 14.08% | 16.58% |
3 Year | 12.8% | 18.74% |
5 Year | 12.57% | 21.58% |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.11% | 17.96% |
Sharp | 0.46% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.42% | -1.04% |
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 | 2.99 | 2.57 |
Large Cap | 95.88 | 87.75 |
Mid Cap | 1.13 | 9.67 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.16 | 0.25 |
Energy | 10.41 | 4.87 |
Technology | 10.5 | 2.09 |
Industrials | 5.88 | 14.49 |
Basic Materials | 6.29 | 10.09 |
Consumer Defensive | 6.94 | 14.23 |
Financial Services | 36.76 | 19.58 |
Healthcare | 3.74 | 6.14 |
Consumer Cyclical | 12.16 | 11.89 |
Communication Services | 4.64 | 2.32 |
Utilities | 2.53 | 10.5 |
Real Estate | - | 3.55 |
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