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

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

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SBI NIFTY Index Fund - Regular Plan - Growth

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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	0.38%	0.58%
6 Month	5.27%	3.57%
1 Year	11.03%	0.19%
3 Year	14.41%	18.9%
5 Year	14.68%	16.4%

SIP Return Analysis

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	2.01%	-1.1%
1 Year	12.34%	5.84%
3 Year	12.47%	13.78%
5 Year	12.73%	14.29%

Rolling Lumpsum Returns

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	13.66%	11.45%
3 Year	12.64%	18.24%
5 Year	12.21%	20.19%

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	3.35	6.02
Large Cap	95.31	81.38
Mid Cap	1.34	12.6

Sector Allocation

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.04	0.06
Energy	10.88	5.63
Technology	10.23	2.45
Industrials	7.25	10.62
Basic Materials	6.17	12.86
Healthcare	4.32	6.26
Consumer Defensive	6.49	12.21
Financial Services	36.82	20.2
Consumer Cyclical	10.7	11.44
Communication Services	4.79	2.24
Utilities	2.32	12.63
Real Estate	-	3.41

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