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) | ₹1843 Cr | ₹139 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 | 2.55% | 2.54% |
| 6 Month | 8.49% | 8.5% |
| 1 Year | 0.1% | -0.21% |
| 3 Year | 17.76% | 17.53% |
| 5 Year | - | 20.31% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 1.06% | 1.06% |
| 1 Year | 7.95% | 7.77% |
| 3 Year | 15.48% | 15.21% |
| 5 Year | - | 14.95% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 5.58% | 14.8% |
| 3 Year | 19.06% | 18.5% |
| 5 Year | - | 20.82% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.81% | 17.80% |
| Sharp | 0.65% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -1.00% |
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 | 6.07 | 6.15 |
| Large Cap | 81.45 | 81.38 |
| Mid Cap | 12.48 | 12.47 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.03 | 0.06 |
| Industrials | 11.24 | 11.23 |
| Consumer Cyclical | 11.51 | 11.5 |
| Healthcare | 5.93 | 5.93 |
| Consumer Defensive | 12.47 | 12.46 |
| Financial Services | 20.01 | 19.99 |
| Energy | 5.37 | 5.37 |
| Basic Materials | 12.91 | 12.89 |
| Utilities | 12.81 | 12.79 |
| Technology | 2.11 | 2.11 |
| Real Estate | 3.43 | 3.42 |
| Communication Services | 2.25 | 2.24 |
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