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) | ₹379 Cr | ₹135 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 | -1.79% | -0.23% |
6 Month | 14.89% | 12.91% |
1 Year | 0.05% | -7.62% |
3 Year | 22.01% | 15.92% |
5 Year | - | 19.31% |
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 | 3.68% | 2.32% |
1 Year | 4.59% | -1.48% |
3 Year | 18.9% | 15.48% |
5 Year | - | 15.5% |
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 | 20% | 16.58% |
3 Year | 25.12% | 18.74% |
5 Year | - | 21.58% |
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 | 15.77% | 18.15% |
Sharp | 1.02% | 0.62% |
Beta | 1.00% | 1.00% |
Alpha | -0.92% | -1.06% |
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 | 1.81 | 2.39 |
Mid Cap | 90.26 | 9.67 |
Small Cap | 3 | - |
Large Cap | 4.93 | 87.94 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.17 | 0.06 |
Utilities | 3.21 | 10.69 |
Industrials | 19.25 | 14.58 |
Financial Services | 22.17 | 20.29 |
Basic Materials | 11.16 | 10.01 |
Technology | 9.87 | 2.04 |
Consumer Cyclical | 10.14 | 11 |
Healthcare | 12.14 | 6.34 |
Real Estate | 2.98 | 3.66 |
Energy | 2.48 | 5.1 |
Communication Services | 3 | 2.33 |
Consumer Defensive | 3.44 | 13.9 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns18.05%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns12.64%
Invesco India Midcap Fund - Growth Option
3Y Returns28.4%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.95%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.07%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.4%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.13%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns12.59%