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SBI NIFTY Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

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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 SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11633 Cr ₹142 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Jan 2002 16 Apr 2020
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Next 50 TRI
Turn Over 11% 54%
Expense Ratio 0.46 0.8
Manager Pradeep Kesavan Praveen Ayathan
ISIN Code INF200K01537 INF917K01D95
Exits Load SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./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 SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 0.63% -1.89%
6 Month 5.12% 1.68%
1 Year 6.9% -6.35%
3 Year 12.78% 15.75%
5 Year 14.71% 16.22%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 3.57% 0.19%
1 Year 16.22% 10.52%
3 Year 12.97% 14.33%
5 Year 12.83% 14.35%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 13.7% 11.84%
3 Year 12.64% 18.29%
5 Year 12.19% 20.29%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 11.56% 17.85%
Sharp 0.52% 0.57%
Beta 1.00% 1.00%
Alpha -0.53% -1.00%

Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Pradeep Kesavan Praveen Ayathan
Total AUM ₹434274 Cr ₹3762 Cr
Funds Managed 43 5
SBI NIFTY Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 2.86 6.22
Large Cap 95.75 81.29
Mid Cap 1.39 12.5

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others -0.85 0.05
Energy 10.76 5.62
Technology 9.99 2.26
Industrials 7.32 10.82
Basic Materials 6.44 12.69
Healthcare 4.26 6.3
Consumer Defensive 6.76 12.03
Financial Services 36.65 20.16
Consumer Cyclical 11.4 11.2
Communication Services 4.79 2.29
Utilities 2.48 13.06
Real Estate - 3.52

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