HSBC NIFTY 50 INDEX FUND vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon HSBC NIFTY 50 INDEX FUND - Regular Growth

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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 HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund HSBC NIFTY 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) ₹272 Cr ₹127 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Apr 2020 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% 54%
Expense Ratio 0.45 0.8
Manager Praveen Ayathan Praveen Ayathan
ISIN Code INF917K01D38 INF917K01D95
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 1.05% 2.33%
6 Month 14.75% 28.35%
1 Year 30.63% 68.68%
3 Year 15.2% 22.61%
5 Year - -

SIP Return Analysis

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 11.33% 32.66%
3 Year 27.43% 56.32%
5 Year 47.07% 79.39%

Rolling Lumpsum Returns

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 19.4% 26.17%
3 Year 42.02% 63.16%
5 Year 50.97% 83.28%

Risk Management

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 12.45% 16.7%
Sharp 0.68% 0.92%
Beta 0.99% 1.15%
Alpha -1.88% 3.38%

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Fund Managers

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Praveen Ayathan Praveen Ayathan
Total AUM ₹3762 Cr ₹3762 Cr
Fund Manage 5 5
HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

HSBC NIFTY 50 INDEX FUND - Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Large Cap 98.18 88.15
Others 1.15 2.07
Mid Cap 0.67 9.78

Sector Allocation

Scheme Name

HSBC NIFTY 50 INDEX FUND - Regular Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Financial 32.8 19.27
Energy 14.49 11.26
Technology 12.02 -
Construction 4.36 2.6
Consumer Staples 8.01 9.91
Communication 3.59 -
Automobile 8.03 5.57
Healthcare 4.19 2.47
Metals & Mining 3.23 4.85
Consumer Discretionary 1.36 -
Materials 4.44 4.12
Services 1.96 14.11
Insurance 1.21 3.42
Others 0.31 0.11
Capital Goods - 18.48
Chemicals - 2.24
Diversified - 1.59

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