Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular 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 Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹243 Cr ₹130 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2021 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY Next 50 TRI
Turn Over 37% 54%
Expense Ratio 1.01 0.8
Manager Pranav Gupta Praveen Ayathan
ISIN Code INF209KB1V83 INF917K01D95
Exits Load Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 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 Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month -10.37% -8.11%
6 Month -8.16% -13.49%
1 Year 6.72% 13.22%
3 Year 15.3% 14.5%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 14.62% 0.8%
3 Year 32.98% 23.31%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 24.85% 22.34%
3 Year 19.15% 19.05%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 20.93% 16.7%
Sharp 0.64% 0.92%
Beta 1.15% 1.15%
Alpha -8.66% 3.38%

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Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Pranav Gupta Praveen Ayathan
Total AUM ₹10003 Cr ₹3762 Cr
Fund Manage 9 5
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.06 -0.29
Small Cap 87.17 -
Mid Cap 12.77 10.85
Large Cap - 89.44

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.06 -0.29
Energy 6.13 -
Communication 3.05 -
Services 10.81 -
Financial 27.31 -
Chemicals 5.66 -
Consumer Staples 3.95 -
Healthcare 7.52 -
Technology 9.27 -
Metals & Mining 4.15 -
Capital Goods 8.18 -
Consumer Discretionary 7.9 -
Textiles 1.27 -
Diversified 2.31 -
Construction 2.43 -
Electrical Equipment - 5.08
Pharmaceuticals & Biotechnology - 5.49
Personal Products - 2.91
Finance - 14.56
Banks - 5.66
Aerospace & Defense - 3.27
Cement & Cement Products - 2.9
Insurance - 3.62
Power - 9.42
Gas - 2.75
Consumer Durables - 1.74
Retailing - 12.91
Beverages - 5.5
Diversified Metals - 3.1
IT - Software - 2.13
Petroleum Products - 2.11
Realty - 3.77
Chemicals & Petrochemicals - 1.84
Auto Components - 3.12
Leisure Services - 0.98
Automobiles - 2.29
Transport Services - 3.68
Ferrous Metals - 1.46

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