HSBC NIFTY 50 INDEX FUND vs Nippon India Nifty 50 Value 20 Index Fund compare

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tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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tortoise-icon HSBC NIFTY 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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹712 Cr ₹272 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Feb 2021 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Value 20 TRI NIFTY 50 TRI
Turn Over 39% 8%
Expense Ratio 0.76 0.45
Manager Himanshu Mange Praveen Ayathan
ISIN Code INF204KB19Y8 INF917K01D38
Exits Load Nil/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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month 1.19% 1.05%
6 Month 16.78% 14.75%
1 Year 44.24% 30.63%
3 Year 19.34% 15.2%
5 Year - -

SIP Return Analysis

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 14.03% 11.33%
3 Year 34.71% 27.43%
5 Year 39.56% 47.07%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year 15.91% 19.4%
3 Year 41.93% 42.02%
5 Year 42.93% 50.97%

Risk Management

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation 12.88% 12.45%
Sharp 0.92% 0.68%
Beta 0.89% 0.99%
Alpha 2.56% -1.88%

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Fund Managers

Scheme Name Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
Name Himanshu Mange Praveen Ayathan
Total AUM ₹0 Cr ₹3762 Cr
Fund Manage 10 5
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others -0.13 1.15
Large Cap 98.31 98.18
Mid Cap 1.82 0.67

Sector Allocation

Scheme Name

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others -0.13 0.31
Technology 31.59 12.02
Metals & Mining 6.53 3.23
Materials 5.41 4.44
Financial 26.66 32.8
Healthcare 1.93 4.19
Consumer Staples 12.01 8.01
Automobile 4.64 8.03
Energy 11.36 14.49
Construction - 4.36
Insurance - 1.21
Consumer Discretionary - 1.36
Communication - 3.59
Services - 1.96

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