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) | ₹991 Cr | ₹139 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 | 2.42% | 3.1% | 
| 6 Month | 3.2% | 9.66% | 
| 1 Year | -3.98% | 0.73% | 
| 3 Year | 13.67% | 17.54% | 
| 5 Year | - | 20.33% | 
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 | -0.18% | 1.06% | 
| 1 Year | -1.42% | 7.77% | 
| 3 Year | 7.55% | 15.21% | 
| 5 Year | - | 14.95% | 
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 | 13.81% | 14.8% | 
| 3 Year | 17.1% | 18.5% | 
| 5 Year | - | 20.82% | 
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 | 12.55% | 17.80% | 
| Sharp | 0.58% | 0.64% | 
| Beta | 1.00% | 1.00% | 
| Alpha | -0.94% | -1.00% | 
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 | 0.05 | 6.15 | 
| Large Cap | 99.95 | 81.38 | 
| Mid Cap | 0 | 12.47 | 
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 | 0.05 | 0.06 | 
| Technology | 23.74 | 2.11 | 
| Basic Materials | 4.97 | 12.89 | 
| Healthcare | 3.67 | 5.93 | 
| Financial Services | 37.45 | 19.99 | 
| Consumer Defensive | 8.92 | 12.46 | 
| Consumer Cyclical | 10.35 | 11.5 | 
| Energy | 4.19 | 5.37 | 
| Utilities | 6.65 | 12.79 | 
| Industrials | - | 11.23 | 
| Real Estate | - | 3.42 | 
| Communication Services | - | 2.24 | 
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