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) | ₹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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