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) | ₹10009 Cr | ₹135 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 | 0.23% | -0.23% |
6 Month | 9.56% | 12.91% |
1 Year | 2.39% | -7.62% |
3 Year | 12.72% | 15.92% |
5 Year | 17.69% | 19.31% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 2.4% | 2.32% |
1 Year | 5.47% | -1.48% |
3 Year | 11.7% | 15.48% |
5 Year | 12.66% | 15.5% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 13.95% | 16.58% |
3 Year | 12.52% | 18.74% |
5 Year | 12.13% | 21.58% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.14% | 18.15% |
Sharp | 0.59% | 0.62% |
Beta | 1.00% | 1.00% |
Alpha | -0.54% | -1.06% |
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 | 3.17 | 2.39 |
Large Cap | 95.69 | 87.94 |
Mid Cap | 1.14 | 9.67 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.3 | 0.06 |
Energy | 10.52 | 5.1 |
Technology | 10.42 | 2.04 |
Industrials | 5.91 | 14.58 |
Basic Materials | 6.11 | 10.01 |
Consumer Defensive | 6.73 | 13.9 |
Financial Services | 37.74 | 20.29 |
Healthcare | 3.77 | 6.34 |
Consumer Cyclical | 11.28 | 11 |
Communication Services | 4.63 | 2.33 |
Utilities | 2.58 | 10.69 |
Real Estate | - | 3.66 |
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