HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

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

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%	-

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%

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	19.05%	26.17%
3 Year	45.25%	63.16%
5 Year	62.66%	83.28%

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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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

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Large Cap	99.61	88.15
Others	0.39	2.07
Mid Cap	-	9.78

Scheme Name	HDFC Index Fund-NIFTY 50 Plan - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Banks	29.67	-
Petroleum Products	10.5	-
IT - Software	12.46	-
Construction	3.89	2.6
Diversified FMCG	5.76	-
Telecom - Services	3.63	-
Automobiles	8.02	-
Finance	3.43	-
Power	3.11	-
Pharmaceuticals & Biotechnology	3.55	-
Ferrous Metals	2.18	-
Consumer Durables	2.56	-
Cement & Cement Products	2.18	-
Transport Infrastructure	1.02	-
Consumable Fuels	1.01	-
Oil	1	-
Non - Ferrous Metals	0.95	-
Food Products	1.46	-
Metals & Minerals Trading	0.78	-
Agricultural Food & other Products	0.65	-
Insurance	1.22	3.42
Healthcare Services	0.58	-
Others	0.39	0.11
Capital Goods	-	18.48
Services	-	14.11
Energy	-	11.26
Financial	-	19.27
Metals & Mining	-	4.85
Automobile	-	5.57
Consumer Staples	-	9.91
Chemicals	-	2.24
Materials	-	4.12
Diversified	-	1.59
Healthcare	-	2.47