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) | ₹293 Cr | ₹130 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 | 0.84% | 2.93% |
6 Month | 0.1% | -8.5% |
1 Year | 6.24% | -5.85% |
3 Year | 16.84% | 21.51% |
5 Year | 20.53% | 21.36% |
SIP Return Analysis
Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 6.34% | 7.67% |
1 Year | 6.92% | -2.18% |
3 Year | 13.44% | 18.04% |
5 Year | 14.05% | 17.16% |
Rolling Lumpsum Returns
Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 17.23% | 18.64% |
3 Year | 15.47% | 18.49% |
5 Year | 22.1% | 22.58% |
Risk Management
Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 13.095% | 19.623% |
Sharp | 0.338% | 0.365% |
Beta | - | - |
Alpha | - | - |
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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 | 0.91 | -0.01 |
Large Cap | 97.82 | 88.52 |
Mid Cap | 1.27 | 11.49 |
Sector Allocation
Scheme Name |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.05 | -0.01 |
Energy | 10.97 | 2.13 |
Technology | 13.97 | 2.41 |
Industrials | 5.74 | 14.79 |
Basic Materials | 5.84 | 9.75 |
Consumer Defensive | 8 | 10.67 |
Financial Services | 34.33 | 23.97 |
Healthcare | 3.91 | 5.55 |
Consumer Cyclical | 10.32 | 12.23 |
Communication Services | 4.13 | 2.67 |
Utilities | 2.75 | 12.26 |
Real Estate | - | 3.59 |
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