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HSBC NIFTY 50 INDEX FUND vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon HSBC NIFTY 50 INDEX FUND - Regular Growth

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹373 Cr ₹142 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Apr 2020 16 Apr 2020
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Next 50 TRI
Turn Over 8% 54%
Expense Ratio 0.45 0.8
Manager Praveen Ayathan Praveen Ayathan
ISIN Code INF917K01D38 INF917K01D95
Exits Load HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 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 HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month -0.36% -2.63%
6 Month 4.54% 1.78%
1 Year 7.51% -4.9%
3 Year 12.93% 16.06%
5 Year 14.12% 15.88%

SIP Return Analysis

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 3.6% 0.19%
1 Year 16.29% 10.52%
3 Year 13.01% 14.33%
5 Year 12.86% 14.35%

Rolling Lumpsum Returns

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 13% 11.45%
3 Year 15.03% 18.24%
5 Year 17.89% 20.19%

Risk Management

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 11.53% 17.85%
Sharp 0.52% 0.57%
Beta 1.00% 1.00%
Alpha -0.48% -1.00%

Fund Managers

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Praveen Ayathan Praveen Ayathan
Total AUM ₹3762 Cr ₹3762 Cr
Funds Managed 5 5
HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

HSBC NIFTY 50 INDEX FUND - Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 3.25 6.02
Large Cap 95.41 81.38
Mid Cap 1.34 12.6

Sector Allocation

Scheme Name

HSBC NIFTY 50 INDEX FUND - Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others -0.06 0.06
Energy 10.89 5.63
Technology 10.24 2.45
Industrials 7.26 10.62
Basic Materials 6.17 12.86
Healthcare 4.33 6.26
Consumer Defensive 6.49 12.21
Financial Services 36.86 20.2
Consumer Cyclical 10.71 11.44
Communication Services 4.8 2.24
Utilities 2.32 12.63
Real Estate - 3.41

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