SBI Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | SBI Nifty Next 50 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) | ₹1759 Cr | ₹135 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 May 2021 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 52.85% | 54% |
Expense Ratio | 0.76 | 0.8 |
Manager | Raviprakash Sharma | Praveen Ayathan |
ISIN Code | INF200KA1V76 | INF917K01D95 |
Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 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 Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 3.04% | 3.04% |
6 Month | 15.28% | 15.1% |
1 Year | -9.49% | -9.75% |
3 Year | 15.03% | 14.8% |
5 Year | - | 19.77% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 3.52% | 3.53% |
1 Year | 7.83% | 7.58% |
3 Year | 17.25% | 16.97% |
5 Year | - | 16.08% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 6.68% | 16.58% |
3 Year | 19.52% | 18.74% |
5 Year | - | 21.58% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 17.96% | 17.96% |
Sharp | 0.48% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.84% | -1.04% |
Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Raviprakash Sharma | Praveen Ayathan |
Total AUM | ₹8390 Cr | ₹3762 Cr |
Funds Managed | 5 | 5 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 2.44 | 2.39 |
Large Cap | 87.89 | 87.94 |
Mid Cap | 9.67 | 9.67 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.11 | 0.06 |
Industrials | 14.57 | 14.58 |
Consumer Cyclical | 11 | 11 |
Healthcare | 6.34 | 6.34 |
Consumer Defensive | 13.89 | 13.9 |
Financial Services | 20.28 | 20.29 |
Energy | 5.1 | 5.1 |
Basic Materials | 10 | 10.01 |
Utilities | 10.69 | 10.69 |
Technology | 2.04 | 2.04 |
Real Estate | 3.65 | 3.66 |
Communication Services | 2.33 | 2.33 |
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