HSBC NIFTY NEXT 50 INDEX FUND vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1004 Cr | ₹135 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Feb 2021 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY Next 50 TRI |
Turn Over | 39% | 54% |
Expense Ratio | 0.76 | 0.8 |
Manager | Himanshu Mange | Praveen Ayathan |
ISIN Code | INF204KB19Y8 | 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 | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 2.45% | 3.17% |
6 Month | 6.59% | 16.38% |
1 Year | -9.96% | -9.19% |
3 Year | 14.1% | 14.37% |
5 Year | - | 19.72% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 2.33% | 3.53% |
1 Year | -0.47% | 7.58% |
3 Year | 10.05% | 16.97% |
5 Year | - | 16.08% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 14.48% | 16.58% |
3 Year | 17.54% | 18.74% |
5 Year | - | 21.58% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 13.02% | 17.96% |
Sharp | 0.51% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.93% | -1.04% |
Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Himanshu Mange | Praveen Ayathan |
Total AUM | ₹0 Cr | ₹3762 Cr |
Funds Managed | 10 | 5 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.14 | 2.39 |
Large Cap | 98.44 | 87.94 |
Mid Cap | 1.42 | 9.67 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.14 | 0.06 |
Technology | 28.93 | 2.04 |
Basic Materials | 5.52 | 10.01 |
Healthcare | 4.46 | 6.34 |
Financial Services | 25.74 | 20.29 |
Consumer Defensive | 10.38 | 13.9 |
Consumer Cyclical | 12.14 | 11 |
Energy | 4.85 | 5.1 |
Utilities | 7.86 | 10.69 |
Industrials | - | 14.58 |
Real Estate | - | 3.66 |
Communication Services | - | 2.33 |
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