HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon HDFC Index Fund-NIFTY 50 Plan - Growth Plan

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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 HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16593 Cr ₹127 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jul 2002 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Next 50 TRI
Turn Over 8.28% 54%
Expense Ratio 0.36 0.8
Manager Arun Agarwal Praveen Ayathan
ISIN Code INF179K01KZ8 INF917K01D95
Exits Load Exit load of 0.25% if redeemed within 3 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 HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 1.06% 2.33%
6 Month 14.81% 28.35%
1 Year 30.71% 68.68%
3 Year 15.29% 22.61%
5 Year 18.52% -

SIP Return Analysis

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 11.36% 32.66%
3 Year 27.59% 56.32%
5 Year 56.72% 79.39%

Rolling Lumpsum Returns

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 14.59% 21.71%
3 Year 12.84% 19.14%
5 Year 12.41% -

Risk Management

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 12.46% 16.7%
Sharp 0.68% 0.92%
Beta 0.99% 1.15%
Alpha -1.8% 3.38%

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Fund Managers

Scheme Name HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Arun Agarwal Praveen Ayathan
Total AUM ₹110478 Cr ₹3762 Cr
Fund Manage 14 5
HDFC Index Fund-NIFTY 50 Plan - Growth Plan HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.39 2.07
Large Cap 99.61 88.15
Mid Cap - 9.78

Sector Allocation

Scheme Name

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Others 0.39 0.11
Petroleum Products 10.5 -
IT - Software 12.46 -
Construction 3.89 2.6
Ferrous Metals 2.18 -
Consumer Durables 2.56 -
Diversified FMCG 5.76 -
Non - Ferrous Metals 0.95 -
Banks 29.67 -
Pharmaceuticals & Biotechnology 3.55 -
Cement & Cement Products 2.18 -
Automobiles 8.02 -
Insurance 1.22 3.42
Agricultural Food & other Products 0.65 -
Oil 1 -
Food Products 1.46 -
Finance 3.43 -
Telecom - Services 3.63 -
Metals & Minerals Trading 0.78 -
Healthcare Services 0.58 -
Consumable Fuels 1.01 -
Power 3.11 -
Transport Infrastructure 1.02 -
Capital Goods - 18.48
Healthcare - 2.47
Consumer Staples - 9.91
Financial - 19.27
Materials - 4.12
Energy - 11.26
Services - 14.11
Metals & Mining - 4.85
Chemicals - 2.24
Automobile - 5.57
Diversified - 1.59

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