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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) ₹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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