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) | ₹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 | 0.65% | 2.68% |
| 6 Month | 3.37% | 3% |
| 1 Year | 0.97% | 5.28% |
| 3 Year | 15.17% | 18.72% |
| 5 Year | - | 15.63% |
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 | 4.33% | 2.99% |
| 1 Year | 10.99% | 14.33% |
| 3 Year | 9.69% | 15.28% |
| 5 Year | - | 15.03% |
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% | 10.44% |
| 3 Year | 17.1% | 18.22% |
| 5 Year | - | 20.1% |
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 | 12.88% | 16.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 0.03 |
| Large Cap | 99.97 | 93.22 |
| Mid Cap | - | 6.75 |
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 | 0.03 |
| IT - Software | 25.06 | 2.45 |
| Non - Ferrous Metals | 2.61 | 0.91 |
| Cement & Cement Products | 2.33 | 3.02 |
| Pharmaceuticals & Biotechnology | 3.63 | 6.26 |
| Banks | 38.95 | 6.39 |
| Diversified FMCG | 8.67 | - |
| Automobiles | 8.55 | 5.07 |
| Oil | 2.1 | - |
| Consumable Fuels | 1.9 | - |
| Power | 6.17 | 9.36 |
| Electrical Equipment | - | 5.64 |
| Finance | - | 10.89 |
| Petroleum Products | - | 5.63 |
| Leisure Services | - | 2.83 |
| Aerospace & Defense | - | 3.73 |
| Insurance | - | 2.92 |
| Personal Products | - | 1.99 |
| Gas | - | 2.06 |
| Consumer Durables | - | 1.57 |
| Retailing | - | 4.79 |
| Beverages | - | 4.68 |
| Diversified Metals | - | 3.86 |
| Food Products | - | 2.98 |
| Industrial Manufacturing | - | 0.88 |
| Realty | - | 3.41 |
| Chemicals & Petrochemicals | - | 3.37 |
| Auto Components | - | 3.59 |
| Ferrous Metals | - | 1.69 |
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