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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) ₹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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