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

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Invest Now

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) ₹220 Cr ₹127 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.03 0.8
Manager Pranav Gupta Praveen Ayathan
ISIN Code INF209KB1V83 INF917K01D95
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 -2.15% -4.04%
6 Month 10.35% -1.33%
1 Year 32.84% 45.07%
3 Year 17.17% 15.84%
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 - -
3 Year - -
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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.07
Small Cap 87.17 -
Mid Cap 12.77 9.78
Large Cap - 88.15

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 0.11
Energy 6.13 11.26
Communication 3.05 -
Services 10.81 14.11
Financial 27.31 19.27
Chemicals 5.66 2.24
Consumer Staples 3.95 9.91
Healthcare 7.52 2.47
Technology 9.27 -
Metals & Mining 4.15 4.85
Capital Goods 8.18 18.48
Consumer Discretionary 7.9 -
Textiles 1.27 -
Diversified 2.31 1.59
Construction 2.43 2.6
Materials - 4.12
Insurance - 3.42
Automobile - 5.57

Top Comparisons

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns17.9%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns18.33%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns20.4%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns32.83%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns11.48%

VS

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns10.7%

Compare Now

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns16.44%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns10.88%

Compare Now
Request call back
Add to Cart Successfully