HDFC Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
HDFC Nifty 50 Index Fund - Growth Plan
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹18383 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -4.24% | -5.78% |
6 Month | -9.07% | -19.79% |
1 Year | 1.05% | -1.19% |
3 Year | 13.27% | 15.99% |
5 Year | 16.18% | - |
SIP Return Analysis
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -6.5% | -13.15% |
1 Year | -9.89% | -25.7% |
3 Year | 9.19% | 12.88% |
5 Year | 12.78% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 14.46% | 23.04% |
3 Year | 12.72% | 18.82% |
5 Year | 12.47% | - |
Risk Management
Scheme Name | HDFC Nifty 50 Index Fund - Growth Plan | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.711% | 18.712% |
Sharp | 0.435% | 0.512% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.9096 | -0.01304 |
Large Cap | 97.8175 | 88.52498 |
Mid Cap | 1.27289 | 11.48805 |
Sector Allocation
Scheme Name |
HDFC Nifty 50 Index Fund - Growth Plan |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.04645 | -0.01304 |
Energy | 10.96598 | 2.12535 |
Technology | 13.9652 | 2.4149 |
Industrials | 5.73559 | 14.79262 |
Basic Materials | 5.84227 | 9.7469 |
Consumer Defensive | 8.00392 | 10.66649 |
Financial Services | 34.33186 | 23.97085 |
Healthcare | 3.90887 | 5.55302 |
Consumer Cyclical | 10.32235 | 12.22665 |
Communication Services | 4.13063 | 2.6671 |
Utilities | 2.74687 | 12.26061 |
Real Estate | - | 3.58854 |
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