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) | ₹1725 Cr | ₹340 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 | 2.57% | 3.21% |
6 Month | -0.55% | 5.72% |
1 Year | -4.33% | 6.2% |
3 Year | 22.79% | 18.04% |
5 Year | - | 19.93% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 10.08% | 9.5% |
1 Year | 3.7% | 14.21% |
3 Year | 20.39% | 16.05% |
5 Year | - | 15.55% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 7.88% | 17.23% |
3 Year | 19.06% | 15.47% |
5 Year | - | 22.1% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.53% | 13.10% |
Sharp | 0.68% | 0.64% |
Beta | 1.00% | 1.00% |
Alpha | -0.85% | -0.50% |
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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 | -0.1 | 0.91 |
Large Cap | 88.6 | 97.82 |
Mid Cap | 11.5 | 1.27 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.1 | 0.05 |
Industrials | 14.81 | 5.74 |
Healthcare | 5.56 | 3.91 |
Consumer Defensive | 10.68 | 8 |
Financial Services | 23.99 | 34.33 |
Basic Materials | 9.76 | 5.84 |
Utilities | 12.27 | 2.75 |
Technology | 2.42 | 13.97 |
Energy | 2.13 | 10.97 |
Real Estate | 3.59 | - |
Consumer Cyclical | 12.24 | 10.32 |
Communication Services | 2.67 | 4.13 |
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