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HSBC NIFTY NEXT 50 INDEX FUND vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹406 Cr | ₹142 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Apr 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Next 50 TRI |
| Turn Over | 37% | 54% |
| Expense Ratio | 1.01 | 0.8 |
| Manager | Pranav Gupta | Praveen Ayathan |
| ISIN Code | INF209KB1W41 | INF917K01D95 |
| Exits Load | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 1.48% | -0.88% |
| 6 Month | 5.77% | 3.93% |
| 1 Year | 6.47% | -2.24% |
| 3 Year | 22.07% | 16.1% |
| 5 Year | - | 17.35% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 4.19% | 1.69% |
| 1 Year | 18.84% | 11.43% |
| 3 Year | 19.4% | 15.57% |
| 5 Year | - | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 18.18% | 12.01% |
| 3 Year | 24.06% | 18.33% |
| 5 Year | - | 20.36% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 15.76% | 17.80% |
| Sharp | 0.97% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.90% | -1.00% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Pranav Gupta | Praveen Ayathan |
| Total AUM | ₹10003 Cr | ₹3762 Cr |
| Funds Managed | 9 | 5 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 2.66 | 6.22 |
| Mid Cap | 87.06 | 12.5 |
| Large Cap | 8.91 | 81.29 |
| Small Cap | 1.37 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.03 | 0.05 |
| Utilities | 3.06 | 13.06 |
| Industrials | 18.14 | 10.82 |
| Financial Services | 24.7 | 20.16 |
| Consumer Cyclical | 13.03 | 11.2 |
| Basic Materials | 9.3 | 12.69 |
| Technology | 10.62 | 2.26 |
| Consumer Defensive | 4.34 | 12.03 |
| Healthcare | 8.44 | 6.3 |
| Real Estate | 3.07 | 3.52 |
| Energy | 2.39 | 5.62 |
| Communication Services | 2.86 | 2.29 |
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