SBI NIFTY Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
SBI NIFTY Index Fund - Regular Plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹9839 Cr | ₹133 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 | 3.59% | 2.69% |
6 Month | 6.6% | -1.02% |
1 Year | 5.49% | -6.27% |
3 Year | 17.86% | 22.03% |
5 Year | 19.84% | 20.88% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 9.04% | 8.93% |
1 Year | 13.81% | 3.66% |
3 Year | 15.02% | 19.1% |
5 Year | 14.92% | 17.76% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 14.11% | 18.64% |
3 Year | 12.37% | 18.49% |
5 Year | 12.09% | 22.58% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.70% | 18.95% |
Sharp | 0.87% | 0.85% |
Beta | 1.00% | 1.00% |
Alpha | -0.54% | -1.10% |
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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 | 0.95 | 3.15 |
Large Cap | 97.95 | 87.14 |
Mid Cap | 1.1 | 9.71 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.15 | 0.78 |
Energy | 10.8 | 4.91 |
Technology | 11.24 | 2 |
Industrials | 6.02 | 14.63 |
Basic Materials | 5.79 | 10.02 |
Consumer Defensive | 6.74 | 13.7 |
Financial Services | 37.54 | 20.73 |
Healthcare | 3.65 | 6.01 |
Consumer Cyclical | 11.04 | 10.3 |
Communication Services | 4.44 | 2.37 |
Utilities | 2.58 | 10.64 |
Real Estate | - | 3.9 |
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