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) ₹288 Cr ₹130 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 HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 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 HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 0.18% 1.87%
6 Month 0.75% -4.55%
1 Year 10.61% 31.64%
3 Year 12.24% 18.03%
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 4.55% 11.56%
3 Year 14.15% 25.54%
5 Year - -

Rolling Lumpsum Returns

Scheme Name HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 20.18% 22.34%
3 Year 16.26% 19.05%
5 Year - -

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

Others 1.15 2.07
Large Cap 98.18 88.15
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

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

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