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) | ₹2106 Cr | ₹373 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 | -1.24% | -0.33% |
| 6 Month | 5.25% | 5.23% |
| 1 Year | 2.37% | 9.25% |
| 3 Year | 21.82% | 12.86% |
| 5 Year | - | 14.25% |
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 | 0.92% | 2.05% |
| 1 Year | 12.75% | 12.41% |
| 3 Year | 17.38% | 12.51% |
| 5 Year | - | 12.76% |
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 | 18.36% | 13% |
| 3 Year | 24.66% | 15.03% |
| 5 Year | - | 17.89% |
Risk Management
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 15.73% | 11.53% |
| Sharp | 0.96% | 0.52% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.91% | -0.48% |
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 | 2.76 | 3.25 |
| Mid Cap | 86.76 | 1.34 |
| Large Cap | 9.15 | 95.41 |
| Small Cap | 1.33 | - |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.06 | -0.06 |
| Utilities | 2.86 | 2.32 |
| Industrials | 18 | 7.26 |
| Financial Services | 25.35 | 36.86 |
| Consumer Cyclical | 13.09 | 10.71 |
| Basic Materials | 9.15 | 6.17 |
| Technology | 10.59 | 10.24 |
| Consumer Defensive | 4.21 | 6.49 |
| Healthcare | 8.47 | 4.33 |
| Real Estate | 2.93 | - |
| Energy | 2.27 | 10.89 |
| Communication Services | 3.01 | 4.8 |
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