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 | 0.55% | 0.67% |
6 Month | 13.46% | 9.26% |
1 Year | -1.98% | -8.99% |
3 Year | 22.99% | 18.36% |
5 Year | - | 20.45% |
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 | 2.25% | 2.36% |
1 Year | 14.34% | 10.31% |
3 Year | 19.08% | 16.31% |
5 Year | - | 15.62% |
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% | 14.8% |
3 Year | 24.06% | 18.5% |
5 Year | - | 20.82% |
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 | 15.67% | 17.79% |
Sharp | 0.91% | 0.59% |
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 | 1.87 | 2.57 |
Mid Cap | 90.06 | 9.67 |
Small Cap | 3.02 | - |
Large Cap | 5.05 | 87.75 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.21 | 0.25 |
Utilities | 3.17 | 10.5 |
Industrials | 19.26 | 14.49 |
Financial Services | 22.12 | 19.58 |
Basic Materials | 11.16 | 10.09 |
Technology | 10.17 | 2.09 |
Consumer Cyclical | 10.37 | 11.89 |
Healthcare | 11.87 | 6.14 |
Real Estate | 2.97 | 3.55 |
Energy | 2.31 | 4.87 |
Communication Services | 2.88 | 2.32 |
Consumer Defensive | 3.52 | 14.23 |
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