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) | ₹2682 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 | -0.76% | 0.33% |
| 6 Month | -8.71% | 0.83% |
| 1 Year | -1.86% | 8.93% |
| 3 Year | 18.92% | 17.39% |
| 5 Year | 19.64% | 14.65% |
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 | -3.63% | 0.67% |
| 1 Year | -1.47% | 8.33% |
| 3 Year | 8.92% | 13% |
| 5 Year | 13.75% | 13.7% |
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 | 20.82% | 10.28% |
| 3 Year | 23.75% | 18.22% |
| 5 Year | 23.6% | 20.09% |
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 | 17.99% | 16.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 7.15 | 6.02 |
| Small Cap | 91.12 | - |
| Mid Cap | 1.73 | 12.6 |
| Large Cap | - | 81.38 |
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 | 0.06 |
| Utilities | 2.56 | 12.63 |
| Consumer Defensive | 4.09 | 12.21 |
| Consumer Cyclical | 11.28 | 11.44 |
| Communication Services | 2.38 | 2.24 |
| Technology | 7.89 | 2.45 |
| Healthcare | 15.31 | 6.26 |
| Industrials | 19.01 | 10.62 |
| Basic Materials | 11.17 | 12.86 |
| Financial Services | 22.5 | 20.2 |
| Real Estate | 2.15 | 3.41 |
| Energy | 1.67 | 5.63 |
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