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) | ₹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 | -0.06% | 2.68% |
| 6 Month | 3.12% | 3% |
| 1 Year | 11.8% | 5.28% |
| 3 Year | 14.42% | 18.72% |
| 5 Year | 13.94% | 15.63% |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 4.5% | 2.99% |
| 1 Year | 16.7% | 14.33% |
| 3 Year | 13.19% | 15.28% |
| 5 Year | 13.02% | 15.03% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 13.8% | 10.44% |
| 3 Year | 12.9% | 18.22% |
| 5 Year | 12.66% | 20.1% |
Risk Management
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 12.46% | 16.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 0.04 | 0.03 |
| Large Cap | 99.96 | 93.22 |
| Mid Cap | - | 6.75 |
Sector Allocation
| Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.04 | 0.03 |
| Petroleum Products | 8.88 | 5.63 |
| IT - Software | 10.23 | 2.45 |
| Construction | 4 | - |
| Ferrous Metals | 2.07 | 1.69 |
| Consumer Durables | 2.44 | 1.57 |
| Healthcare Services | 1.34 | - |
| Diversified FMCG | 5.09 | - |
| Non - Ferrous Metals | 0.98 | 0.91 |
| Banks | 30.25 | 6.39 |
| Pharmaceuticals & Biotechnology | 2.97 | 6.26 |
| Cement & Cement Products | 2.03 | 3.02 |
| Automobiles | 6.81 | 5.07 |
| Insurance | 1.43 | 2.92 |
| Agricultural Food & other Products | 0.64 | - |
| Oil | 0.79 | - |
| Food Products | 0.76 | 2.98 |
| Aerospace & Defense | 1.23 | 3.73 |
| Finance | 5.15 | 10.89 |
| Telecom - Services | 4.79 | - |
| Metals & Minerals Trading | 0.5 | - |
| Consumable Fuels | 0.71 | - |
| Transport Services | 1.08 | - |
| Power | 2.31 | 9.36 |
| Transport Infrastructure | 0.94 | - |
| Retailing | 2.54 | 4.79 |
| Electrical Equipment | - | 5.64 |
| Leisure Services | - | 2.83 |
| Personal Products | - | 1.99 |
| Gas | - | 2.06 |
| Beverages | - | 4.68 |
| Diversified Metals | - | 3.86 |
| Industrial Manufacturing | - | 0.88 |
| Realty | - | 3.41 |
| Chemicals & Petrochemicals | - | 3.37 |
| Auto Components | - | 3.59 |
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