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 | 2.9% | 2.64% |
| 6 Month | 5.91% | 9.17% |
| 1 Year | 7.59% | 1% |
| 3 Year | 13.01% | 17.29% |
| 5 Year | 17.39% | 20.06% |
SIP Return Analysis
| Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.9% | 4.42% |
| 1 Year | 14.76% | 14.08% |
| 3 Year | 13.1% | 17.36% |
| 5 Year | 13.11% | 16.19% |
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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