HSBC NIFTY 50 INDEX FUND vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Nippon India Nifty Midcap 150 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) | ₹1857 Cr | ₹344 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Feb 2021 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 TRI |
Turn Over | 36% | 8% |
Expense Ratio | 0.8 | 0.45 |
Manager | Himanshu Mange | Praveen Ayathan |
ISIN Code | INF204KB15Z3 | 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 Midcap 150 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 3.03% | 2.59% |
6 Month | 19.53% | 12.41% |
1 Year | -2.57% | -0.34% |
3 Year | 20.39% | 12.57% |
5 Year | - | 17.67% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 4.08% | 3.15% |
1 Year | 12.91% | 10.66% |
3 Year | 19.9% | 12.62% |
5 Year | - | 12.96% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 20.24% | 15.7% |
3 Year | 25.02% | 15.56% |
5 Year | - | 20.58% |
Risk Management
Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 15.76% | 12.09% |
Sharp | 0.83% | 0.45% |
Beta | 1.00% | 1.00% |
Alpha | -0.91% | -0.51% |
Fund Managers
Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 1.73 | 3.07 |
Mid Cap | 90.29 | 1.14 |
Small Cap | 3.02 | - |
Large Cap | 4.96 | 95.79 |
Sector Allocation
Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.09 | 0.2 |
Utilities | 3.23 | 2.58 |
Industrials | 19.34 | 5.92 |
Financial Services | 21.87 | 37.79 |
Basic Materials | 11.21 | 6.11 |
Technology | 9.92 | 10.43 |
Consumer Cyclical | 10.19 | 11.29 |
Healthcare | 12.2 | 3.77 |
Real Estate | 2.99 | - |
Energy | 2.49 | 10.53 |
Communication Services | 3.02 | 4.64 |
Consumer Defensive | 3.46 | 6.74 |
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