HSBC NIFTY 50 INDEX FUND vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1843 Cr | ₹347 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 May 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 52.85% | 8% |
| Expense Ratio | 0.76 | 0.45 |
| Manager | Raviprakash Sharma | Praveen Ayathan |
| ISIN Code | INF200KA1V76 | INF917K01D38 |
| Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./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 | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 1.64% | 2.44% |
| 6 Month | 7.52% | 4.6% |
| 1 Year | 2.21% | 9.17% |
| 3 Year | 17.22% | 12.83% |
| 5 Year | - | 16.01% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 2.56% | 2.33% |
| 1 Year | 12.42% | 12.5% |
| 3 Year | 16.29% | 12.14% |
| 5 Year | - | 12.44% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 5.58% | 13.72% |
| 3 Year | 19.06% | 15.17% |
| 5 Year | - | 18.28% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.81% | 11.65% |
| Sharp | 0.65% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.51% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Raviprakash Sharma | Praveen Ayathan |
| Total AUM | ₹8390 Cr | ₹3762 Cr |
| Funds Managed | 5 | 5 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 6.07 | 3.19 |
| Large Cap | 81.45 | 95.42 |
| Mid Cap | 12.48 | 1.4 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.03 | 0.07 |
| Industrials | 11.24 | 7.08 |
| Consumer Cyclical | 11.51 | 11.67 |
| Healthcare | 5.93 | 4.29 |
| Consumer Defensive | 12.47 | 6.78 |
| Financial Services | 20.01 | 36.45 |
| Energy | 5.37 | 10.36 |
| Basic Materials | 12.91 | 6.32 |
| Utilities | 12.81 | 2.55 |
| Technology | 2.11 | 9.9 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | 4.53 |
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