Nippon India Nifty Smallcap 250 Index Fund vs HSBC NIFTY NEXT 50 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) | ₹2690 Cr | ₹142 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 | -2.58% | -1.12% |
| 6 Month | 1.63% | 2.83% |
| 1 Year | -1.18% | 2.74% |
| 3 Year | 20.31% | 17.11% |
| 5 Year | 24.53% | 17.76% |
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 | -3.41% | 0.47% |
| 1 Year | 1.44% | 7.69% |
| 3 Year | 13.45% | 15.16% |
| 5 Year | 16.9% | 15.08% |
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 | 25.27% | 12.73% |
| 3 Year | 24.2% | 18.36% |
| 5 Year | 26.71% | 20.47% |
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 | 19.30% | 17.80% |
| Sharp | 0.78% | 0.64% |
| Beta | 0.99% | 1.00% |
| Alpha | -1.39% | -1.00% |
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 | 2.85 | 6.22 |
| Small Cap | 95.05 | - |
| Mid Cap | 2.1 | 12.5 |
| Large Cap | - | 81.29 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.23 | 0.05 |
| Utilities | 2.84 | 13.06 |
| Consumer Defensive | 3.96 | 12.03 |
| Consumer Cyclical | 11.15 | 11.2 |
| Communication Services | 2.55 | 2.29 |
| Technology | 8.44 | 2.26 |
| Healthcare | 14.88 | 6.3 |
| Industrials | 19.92 | 10.82 |
| Basic Materials | 11.14 | 12.69 |
| Financial Services | 21.36 | 20.16 |
| Energy | 1.68 | 5.62 |
| Real Estate | 1.86 | 3.52 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns29.32%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns25.2%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns13.38%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.24%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns16.07%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns14.95%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%