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) | ₹354 Cr | ₹138 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 | -2.89% | -2.57% |
6 Month | 5.9% | 6.23% |
1 Year | 0.03% | -10.53% |
3 Year | 13.7% | 17.45% |
5 Year | 18.15% | 19.73% |
SIP Return Analysis
Scheme Name | HSBC NIFTY 50 INDEX FUND - Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 3.38% | 4.57% |
1 Year | 6% | -0.29% |
3 Year | 13.03% | 17.47% |
5 Year | 13.75% | 16.84% |
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 | 12.66% | 18.95% |
Sharp | 0.87% | 0.85% |
Beta | 1.00% | 1.00% |
Alpha | -0.51% | -1.10% |
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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 | 3.26 | 2.62 |
Large Cap | 95.61 | 87.72 |
Mid Cap | 1.13 | 9.66 |
Sector Allocation
Scheme Name |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.26 | 0.2 |
Energy | 10.94 | 4.99 |
Technology | 11.18 | 2.06 |
Industrials | 5.94 | 14.79 |
Basic Materials | 5.93 | 10.02 |
Consumer Defensive | 6.48 | 13.1 |
Financial Services | 37.31 | 20.89 |
Healthcare | 3.59 | 6.15 |
Consumer Cyclical | 11.1 | 10.74 |
Communication Services | 4.72 | 2.42 |
Utilities | 2.54 | 10.76 |
Real Estate | - | 3.87 |
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