HSBC NIFTY 50 INDEX FUND vs HSBC NIFTY NEXT 50 INDEX FUND compare
HSBC NIFTY 50 INDEX FUND - Regular Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹347 Cr | ₹139 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 | 3.59% | 2.54% |
| 6 Month | 6.41% | 8.5% |
| 1 Year | 7.01% | -0.21% |
| 3 Year | 13.29% | 17.53% |
| 5 Year | 17.85% | 20.31% |
SIP Return Analysis
| Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 0.09% | 1.15% |
| 1 Year | 7.16% | 7.89% |
| 3 Year | 10.42% | 15.09% |
| 5 Year | 11.6% | 14.97% |
Rolling Lumpsum Returns
| Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 14.71% | 14.8% |
| 3 Year | 15.33% | 18.5% |
| 5 Year | 19.59% | 20.82% |
Risk Management
| Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 11.65% | 17.80% |
| Sharp | 0.57% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.51% | -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 | 3.19 | 6.15 |
| Large Cap | 95.42 | 81.38 |
| Mid Cap | 1.4 | 12.47 |
Sector Allocation
| Scheme Name |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.07 | 0.06 |
| Energy | 10.36 | 5.37 |
| Technology | 9.9 | 2.11 |
| Industrials | 7.08 | 11.23 |
| Basic Materials | 6.32 | 12.89 |
| Healthcare | 4.29 | 5.93 |
| Consumer Defensive | 6.78 | 12.46 |
| Financial Services | 36.45 | 19.99 |
| Consumer Cyclical | 11.67 | 11.5 |
| Communication Services | 4.53 | 2.24 |
| Utilities | 2.55 | 12.79 |
| Real Estate | - | 3.42 |
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