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) | ₹344 Cr | ₹135 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 | 2.59% | 3.04% |
6 Month | 12.41% | 15.1% |
1 Year | -0.34% | -9.75% |
3 Year | 12.57% | 14.8% |
5 Year | 17.67% | 19.77% |
SIP Return Analysis
Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 3.15% | 3.53% |
1 Year | 10.66% | 7.58% |
3 Year | 12.62% | 16.97% |
5 Year | 12.96% | 16.08% |
Rolling Lumpsum Returns
Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 15.7% | 16.58% |
3 Year | 15.56% | 18.74% |
5 Year | 20.58% | 21.58% |
Risk Management
Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.09% | 17.96% |
Sharp | 0.45% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.51% | -1.04% |
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 | 3.07 | 2.39 |
Large Cap | 95.79 | 87.94 |
Mid Cap | 1.14 | 9.67 |
Sector Allocation
Scheme Name |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.2 | 0.06 |
Energy | 10.53 | 5.1 |
Technology | 10.43 | 2.04 |
Industrials | 5.92 | 14.58 |
Basic Materials | 6.11 | 10.01 |
Consumer Defensive | 6.74 | 13.9 |
Financial Services | 37.79 | 20.29 |
Healthcare | 3.77 | 6.34 |
Consumer Cyclical | 11.29 | 11 |
Communication Services | 4.64 | 2.33 |
Utilities | 2.58 | 10.69 |
Real Estate | - | 3.66 |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.6%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.37%
Franklin India Balanced Advantage Fund- Growth
3Y Returns12.59%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.49%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.43%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns14.7%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.76%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.46%