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) | ₹1027 Cr | ₹142 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 | 1.42% | -2.63% |
| 6 Month | 2.99% | 1.78% |
| 1 Year | -3.53% | -4.9% |
| 3 Year | 13.81% | 16.06% |
| 5 Year | - | 15.88% |
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 | 3.87% | 0.19% |
| 1 Year | 9.84% | 10.52% |
| 3 Year | 9.87% | 14.33% |
| 5 Year | - | 14.35% |
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% | 11.45% |
| 3 Year | 17.1% | 18.24% |
| 5 Year | - | 20.19% |
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 | 12.40% | 17.85% |
| Sharp | 0.51% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.93% | -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 | 0.03 | 6.02 |
| Large Cap | 99.97 | 81.38 |
| Mid Cap | - | 12.6 |
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 | 0.03 | 0.06 |
| Technology | 25.06 | 2.45 |
| Basic Materials | 4.94 | 12.86 |
| Healthcare | 3.63 | 6.26 |
| Financial Services | 38.95 | 20.2 |
| Consumer Defensive | 8.67 | 12.21 |
| Consumer Cyclical | 8.54 | 11.44 |
| Energy | 4.01 | 5.63 |
| Utilities | 6.17 | 12.63 |
| Industrials | - | 10.62 |
| Real Estate | - | 3.41 |
| Communication Services | - | 2.24 |
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