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) | ₹20409 Cr | ₹133 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 | 3.6% | 2.69% |
6 Month | 6.66% | -1.02% |
1 Year | 5.59% | -6.27% |
3 Year | 17.98% | 22.03% |
5 Year | 20.01% | 20.88% |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 9.06% | 8.93% |
1 Year | 13.92% | 3.66% |
3 Year | 15.14% | 19.1% |
5 Year | 15.05% | 17.76% |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 14.24% | 18.64% |
3 Year | 12.7% | 18.49% |
5 Year | 12.53% | 22.58% |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.68% | 18.95% |
Sharp | 0.87% | 0.85% |
Beta | 1.00% | 1.00% |
Alpha | -0.43% | -1.10% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.93 | 3.15 |
Large Cap | 97.97 | 87.14 |
Mid Cap | 1.1 | 9.71 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.13 | 0.78 |
Energy | 10.81 | 4.91 |
Technology | 11.25 | 2 |
Industrials | 6.02 | 14.63 |
Basic Materials | 5.79 | 10.02 |
Consumer Defensive | 6.74 | 13.7 |
Financial Services | 37.55 | 20.73 |
Healthcare | 3.65 | 6.01 |
Consumer Cyclical | 11.04 | 10.3 |
Communication Services | 4.44 | 2.37 |
Utilities | 2.58 | 10.64 |
Real Estate | - | 3.9 |
Top Comparisons
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.83%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.33%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Sundaram Equity Savings Fund (G)
3Y Returns13.16%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns12.61%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.22%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.41%