HSBC NIFTY 50 INDEX FUND vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1448 Cr | ₹293 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 May 2021 | 16 Apr 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 52.85% | 8% |
Expense Ratio | 0.76 | 0.45 |
Manager | Raviprakash Sharma | Praveen Ayathan |
ISIN Code | INF200KA1V76 | INF917K01D38 |
Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 8.13% | 5.85% |
6 Month | -13.16% | -3.52% |
1 Year | 3.44% | 8.4% |
3 Year | 13.7% | 11.59% |
5 Year | - | 21.39% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | -1% | 2.22% |
1 Year | -12.35% | 0.73% |
3 Year | 17.8% | 12.66% |
5 Year | - | 14.16% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 10.03% | 19.31% |
3 Year | 20.36% | 15.84% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.747% | 13.095% |
Sharp | 0.524% | 0.338% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Raviprakash Sharma | Praveen Ayathan |
Total AUM | ₹8390 Cr | ₹3762 Cr |
Funds Managed | 5 | 5 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.1 | 0.91 |
Large Cap | 88.6 | 97.82 |
Mid Cap | 11.5 | 1.27 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.1 | 0.05 |
Industrials | 14.81 | 5.74 |
Healthcare | 5.56 | 3.91 |
Consumer Defensive | 10.68 | 8 |
Financial Services | 23.99 | 34.33 |
Basic Materials | 9.76 | 5.84 |
Utilities | 12.27 | 2.75 |
Technology | 2.42 | 13.97 |
Energy | 2.13 | 10.97 |
Real Estate | 3.59 | - |
Consumer Cyclical | 12.24 | 10.32 |
Communication Services | 2.67 | 4.13 |
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