HSBC NIFTY 50 INDEX FUND vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1017 Cr | ₹364 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Feb 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 TRI |
| Turn Over | 39% | 8% |
| Expense Ratio | 0.76 | 0.45 |
| Manager | Himanshu Mange | Praveen Ayathan |
| ISIN Code | INF204KB19Y8 | INF917K01D38 |
| Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 3.66% | 2.38% |
| 6 Month | 4.75% | 6.32% |
| 1 Year | -4.03% | 6.8% |
| 3 Year | 13.05% | 12.61% |
| 5 Year | - | 15.29% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.43% | 4.62% |
| 1 Year | 7.6% | 17.56% |
| 3 Year | 9.88% | 13.74% |
| 5 Year | - | 13.47% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 13.81% | 13.29% |
| 3 Year | 17.1% | 15.1% |
| 5 Year | - | 17.98% |
Risk Management
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | 11.65% |
| Sharp | 0.58% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.94% | -0.51% |
Fund Managers
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Himanshu Mange | Praveen Ayathan |
| Total AUM | ₹0 Cr | ₹3762 Cr |
| Funds Managed | 10 | 5 |
| Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 1.42 | 3.68 |
| Large Cap | 98.58 | 94.94 |
| Mid Cap | - | 1.38 |
Sector Allocation
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 1.42 | 0.44 |
| Technology | 23.93 | 9.91 |
| Basic Materials | 5.18 | 6.38 |
| Healthcare | 3.49 | 4.23 |
| Financial Services | 37.6 | 36.34 |
| Consumer Defensive | 8.99 | 6.7 |
| Consumer Cyclical | 8.8 | 10.87 |
| Energy | 4.16 | 10.67 |
| Utilities | 6.44 | 2.46 |
| Industrials | - | 7.26 |
| Communication Services | - | 4.75 |
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