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) | ₹1847 Cr | ₹142 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 | -2.63% | -2.63% |
| 6 Month | 1.77% | 1.78% |
| 1 Year | -4.59% | -4.9% |
| 3 Year | 16.28% | 16.06% |
| 5 Year | - | 15.88% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 0.22% | 0.19% |
| 1 Year | 10.66% | 10.52% |
| 3 Year | 14.59% | 14.33% |
| 5 Year | - | 14.35% |
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% | 11.45% |
| 3 Year | 19.06% | 18.24% |
| 5 Year | - | 20.19% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.85% | 17.85% |
| Sharp | 0.58% | 0.57% |
| 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 | 5.97 | 6.02 |
| Large Cap | 81.43 | 81.38 |
| Mid Cap | 12.61 | 12.6 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0 | 0.06 |
| Industrials | 10.63 | 10.62 |
| Healthcare | 6.27 | 6.26 |
| Financial Services | 20.21 | 20.2 |
| Energy | 5.63 | 5.63 |
| Consumer Cyclical | 11.45 | 11.44 |
| Basic Materials | 12.86 | 12.86 |
| Consumer Defensive | 12.21 | 12.21 |
| Utilities | 12.64 | 12.63 |
| Technology | 2.45 | 2.45 |
| Real Estate | 3.41 | 3.41 |
| Communication Services | 2.24 | 2.24 |
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