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) | ₹2285 Cr | ₹139 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 | 2.14% | 1.63% |
| 6 Month | 7.48% | 7.53% |
| 1 Year | 10.18% | 1.88% |
| 3 Year | 16.7% | 17% |
| 5 Year | 21.05% | 18.88% |
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 | 3.31% | 2.55% |
| 1 Year | 16.04% | 12.24% |
| 3 Year | 14.91% | 16.02% |
| 5 Year | 15.63% | 15.35% |
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 | 7.78% | 12.73% |
| 3 Year | 18.2% | 18.36% |
| 5 Year | 18.24% | 20.47% |
Risk Management
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 12.97% | 17.80% |
| Sharp | 0.78% | 0.64% |
| Beta | 1.02% | 1.00% |
| Alpha | 1.55% | -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 | 4.07 | 6.15 |
| Large Cap | 91.98 | 81.38 |
| Mid Cap | 3.95 | 12.47 |
Sector Allocation
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.04 | 0.06 |
| Energy | 8.01 | 5.37 |
| Technology | 9.87 | 2.11 |
| Industrials | 8.07 | 11.23 |
| Basic Materials | 12.08 | 12.89 |
| Healthcare | 9.88 | 5.93 |
| Consumer Defensive | 8.03 | 12.46 |
| Financial Services | 22.01 | 19.99 |
| Consumer Cyclical | 16.03 | 11.5 |
| Communication Services | 1.96 | 2.24 |
| Utilities | 4.02 | 12.79 |
| Real Estate | - | 3.42 |
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