Nippon India Nifty 50 Value 20 Index Fund vs HSBC NIFTY NEXT 50 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 | 2.85% | 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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