HSBC NIFTY NEXT 50 INDEX FUND vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Nippon India Nifty Smallcap 250 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) | ₹2458 Cr | ₹135 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Oct 2020 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Next 50 TRI |
Turn Over | 72% | 54% |
Expense Ratio | 0.94 | 0.8 |
Manager | Himanshu Mange | Praveen Ayathan |
ISIN Code | INF204KB12W7 | 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 3.16% | 3.04% |
6 Month | 19.94% | 15.1% |
1 Year | -7.69% | -9.75% |
3 Year | 20.02% | 14.8% |
5 Year | - | 19.77% |
SIP Return Analysis
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 3.91% | 3.53% |
1 Year | 8.63% | 7.58% |
3 Year | 18.32% | 16.97% |
5 Year | - | 16.08% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 26.94% | 16.58% |
3 Year | 25% | 18.74% |
5 Year | - | 21.58% |
Risk Management
Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 19.33% | 17.96% |
Sharp | 0.71% | 0.47% |
Beta | 0.99% | 1.00% |
Alpha | -1.41% | -1.04% |
Fund Managers
Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.67 | 2.39 |
Small Cap | 97.14 | - |
Mid Cap | 1.99 | 9.67 |
Large Cap | 0.2 | 87.94 |
Sector Allocation
Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.09 | 0.06 |
Utilities | 2.89 | 10.69 |
Financial Services | 19.88 | 20.29 |
Consumer Defensive | 4.47 | 13.9 |
Consumer Cyclical | 9.57 | 11 |
Technology | 7.95 | 2.04 |
Communication Services | 2.82 | 2.33 |
Industrials | 22.72 | 14.58 |
Basic Materials | 12.38 | 10.01 |
Healthcare | 13.97 | 6.34 |
Energy | 1.34 | 5.1 |
Real Estate | 1.94 | 3.66 |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.16%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.53%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.14%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.1%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns20.72%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns17.41%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns23.83%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns20.41%