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

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tortoise-icon SBI Nifty Next 50 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 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) ₹1803 Cr ₹138 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 -2.57% -2.57%
6 Month 6.4% 6.23%
1 Year -10.26% -10.53%
3 Year 17.69% 17.45%
5 Year - 19.73%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month 4.61% 4.57%
1 Year 0.03% -0.29%
3 Year 17.76% 17.47%
5 Year - 16.84%

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 18.98% 18.95%
Sharp 0.87% 0.85%
Beta 1.00% 1.00%
Alpha -0.85% -1.10%

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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 2.57 2.62
Large Cap 87.77 87.72
Mid Cap 9.66 9.66

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.15 0.2
Industrials 14.8 14.79
Consumer Cyclical 10.74 10.74
Healthcare 6.15 6.15
Consumer Defensive 13.11 13.1
Financial Services 20.9 20.89
Energy 5 4.99
Basic Materials 10.03 10.02
Utilities 10.76 10.76
Technology 2.06 2.06
Real Estate 3.87 3.87
Communication Services 2.42 2.42

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