HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

Overview

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹18105 Cr	₹130 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	18 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	HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 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

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month	-1.02%	-8.11%
6 Month	-3.71%	-13.49%
1 Year	9.51%	13.22%
3 Year	11.49%	14.5%
5 Year	15.37%	-

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	-	-
1 Year	1.2%	0.8%
3 Year	13.44%	23.31%
5 Year	15.84%	-

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	14.52%	22.34%
3 Year	12.79%	19.05%
5 Year	12.41%	-

Scheme Name	HDFC Nifty 50 Index Fund - 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%

Scheme Name	HDFC Nifty 50 Index Fund - 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 Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	-0.06	-0.29
Large Cap	98.76	89.44
Mid Cap	1.3	10.85

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	-0.06	-0.29
Petroleum Products	8.3	2.11
IT - Software	14.06	2.13
Construction	4	-
Ferrous Metals	1.9	1.46
Consumer Durables	2.24	1.74
Diversified FMCG	6.19	-
Non - Ferrous Metals	0.83	-
Banks	30.03	5.66
Pharmaceuticals & Biotechnology	3.51	5.49
Cement & Cement Products	2.09	2.9
Automobiles	7.38	2.29
Insurance	1.21	3.62
Agricultural Food & other Products	0.56	-
Oil	0.87	-
Food Products	1.26	-
Aerospace & Defense	0.99	3.27
Finance	3.37	14.56
Telecom - Services	4.01	-
Metals & Minerals Trading	0.59	-
Healthcare Services	0.7	-
Consumable Fuels	0.82	-
Power	2.81	9.42
Transport Infrastructure	0.85	-
Retailing	1.49	12.91
Electrical Equipment	-	5.08
Personal Products	-	2.91
Gas	-	2.75
Beverages	-	5.5
Diversified Metals	-	3.1
Realty	-	3.77
Chemicals & Petrochemicals	-	1.84
Auto Components	-	3.12
Leisure Services	-	0.98
Transport Services	-	3.68