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) | ₹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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