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) | ₹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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