HSBC NIFTY 50 INDEX FUND vs Nippon India Nifty 50 Value 20 Index Fund compare

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Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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HSBC NIFTY 50 INDEX FUND - Regular Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1027 Cr	₹373 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	0.8%	-0.33%
6 Month	3.54%	5.23%
1 Year	-2.19%	9.25%
3 Year	13.77%	12.86%
5 Year	-	14.25%

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	3.87%	3.6%
1 Year	9.84%	16.29%
3 Year	9.87%	13.01%
5 Year	-	12.86%

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%
3 Year	17.1%	15.03%
5 Year	-	17.89%

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	12.40%	11.53%
Sharp	0.51%	0.52%
Beta	1.00%	1.00%
Alpha	-0.93%	-0.48%

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	0.03	3.25
Large Cap	99.97	95.41
Mid Cap	-	1.34

Sector Allocation

Scheme Name	Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0.03	-0.06
Technology	25.06	10.24
Basic Materials	4.94	6.17
Healthcare	3.63	4.33
Financial Services	38.95	36.86
Consumer Defensive	8.67	6.49
Consumer Cyclical	8.54	10.71
Energy	4.01	10.89
Utilities	6.17	2.32
Industrials	-	7.26
Communication Services	-	4.8

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation