HSBC NIFTY 50 INDEX FUND vs SBI Nifty Next 50 Index Fund compare

HSBC NIFTY 50 INDEX FUND vs SBI Nifty Next 50 Index Fund compare

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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HSBC NIFTY 50 INDEX FUND - Regular Growth

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Chart Comparison

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

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)	₹1759 Cr	₹344 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	3.76%	2.46%
6 Month	17.23%	13.33%
1 Year	-8.44%	0.18%
3 Year	15.96%	13.62%
5 Year	-	17.51%

SIP Return Analysis

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	3.52%	3.15%
1 Year	7.83%	10.66%
3 Year	17.25%	12.62%
5 Year	-	12.96%

Rolling Lumpsum Returns

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	6.68%	15.7%
3 Year	19.52%	15.56%
5 Year	-	20.58%

Risk Management

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation	17.96%	12.09%
Sharp	0.48%	0.45%
Beta	1.00%	1.00%
Alpha	-0.84%	-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	2.44	3.07
Large Cap	87.89	95.79
Mid Cap	9.67	1.14

Sector Allocation

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0.11	0.2
Industrials	14.57	5.92
Consumer Cyclical	11	11.29
Healthcare	6.34	3.77
Consumer Defensive	13.89	6.74
Financial Services	20.28	37.79
Energy	5.1	10.53
Basic Materials	10	6.11
Utilities	10.69	2.58
Technology	2.04	10.43
Real Estate	3.65	-
Communication Services	2.33	4.64

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