HSBC NIFTY NEXT 50 INDEX FUND vs DSP Nifty 50 Equal Weight Index Fund compare
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2390 Cr | ₹142 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2017 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight Total Return Index | NIFTY Next 50 TRI |
| Turn Over | 25% | 54% |
| Expense Ratio | 0.91 | 0.8 |
| Manager | Anil Ghelani | Praveen Ayathan |
| ISIN Code | INF740KA1CO4 | INF917K01D95 |
| Exits Load | Data not available./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 | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -0.85% | -2.63% |
| 6 Month | 5.36% | 1.78% |
| 1 Year | 9.67% | -4.9% |
| 3 Year | 16.25% | 16.06% |
| 5 Year | 18.04% | 15.88% |
SIP Return Analysis
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.15% | 0.19% |
| 1 Year | 17.26% | 10.52% |
| 3 Year | 14.89% | 14.33% |
| 5 Year | 15.52% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 7.96% | 11.45% |
| 3 Year | 18.1% | 18.24% |
| 5 Year | 18.35% | 20.19% |
Risk Management
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 13.13% | 17.85% |
| Sharp | 0.94% | 0.57% |
| Beta | 1.03% | 1.00% |
| Alpha | 1.59% | -1.00% |
Fund Managers
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Anil Ghelani | Praveen Ayathan |
| Total AUM | ₹0 Cr | ₹3762 Cr |
| Funds Managed | 5 | 5 |
| DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 4.74 | 6.02 |
| Large Cap | 91.41 | 81.38 |
| Mid Cap | 3.85 | 12.6 |
Sector Allocation
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.05 | 0.06 |
| Energy | 7.77 | 5.63 |
| Technology | 10.36 | 2.45 |
| Industrials | 8.27 | 10.62 |
| Basic Materials | 12.05 | 12.86 |
| Healthcare | 9.93 | 6.26 |
| Consumer Defensive | 7.94 | 12.21 |
| Financial Services | 23.12 | 20.2 |
| Consumer Cyclical | 14.7 | 11.44 |
| Communication Services | 2.11 | 2.24 |
| Utilities | 3.71 | 12.63 |
| Real Estate | - | 3.41 |
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