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Nippon India Nifty 50 Value 20 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.85% 2.54%
6 Month 3.57% 8.5%
1 Year -3.85% -0.21%
3 Year 13.87% 17.53%
5 Year - 20.31%

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 -0.27% 1.15%
1 Year -1.39% 7.89%
3 Year 7.46% 15.09%
5 Year - 14.97%

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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