HSBC NIFTY NEXT 50 INDEX FUND vs Aditya Birla Sun Life Nifty Midcap 150 Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹308 Cr | ₹130 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Apr 2021 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Next 50 TRI |
Turn Over | 37% | 54% |
Expense Ratio | 1.01 | 0.8 |
Manager | Pranav Gupta | Praveen Ayathan |
ISIN Code | INF209KB1W41 | INF917K01D95 |
Exits Load | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 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 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -6.33% | -4.59% |
6 Month | -13.83% | -18.66% |
1 Year | 3.63% | 3.15% |
3 Year | 19.82% | 14.26% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -12.25% | -18.68% |
3 Year | 18.67% | 14.78% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 25.27% | 23.04% |
3 Year | 25.35% | 18.82% |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 16.206% | 18.712% |
Sharp | 0.832% | 0.512% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Pranav Gupta | Praveen Ayathan |
Total AUM | ₹10003 Cr | ₹3762 Cr |
Fund Manage | 9 | 5 |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.97 | -0.29 |
Mid Cap | 76.82 | 10.85 |
Large Cap | 1.79 | 89.44 |
Small Cap | 4.99 | - |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.22 | -0.29 |
Energy | 5.86 | - |
Materials | 4.01 | - |
Services | 5.84 | - |
Financial | 13.19 | - |
Technology | 4.69 | - |
Healthcare | 7.88 | - |
Capital Goods | 12.1 | - |
Automobile | 7.41 | - |
Chemicals | 5.68 | - |
Construction | 4.24 | - |
Metals & Mining | 5.95 | - |
Communication | 3 | - |
Consumer Discretionary | 1.35 | - |
Consumer Staples | 2.03 | - |
Diversified | 0.32 | - |
Insurance | 0.26 | 3.62 |
Textiles | 0.98 | - |
Electrical Equipment | - | 5.08 |
Pharmaceuticals & Biotechnology | - | 5.49 |
Personal Products | - | 2.91 |
Finance | - | 14.56 |
Banks | - | 5.66 |
Aerospace & Defense | - | 3.27 |
Cement & Cement Products | - | 2.9 |
Power | - | 9.42 |
Gas | - | 2.75 |
Consumer Durables | - | 1.74 |
Retailing | - | 12.91 |
Beverages | - | 5.5 |
Diversified Metals | - | 3.1 |
IT - Software | - | 2.13 |
Petroleum Products | - | 2.11 |
Realty | - | 3.77 |
Chemicals & Petrochemicals | - | 1.84 |
Auto Components | - | 3.12 |
Leisure Services | - | 0.98 |
Automobiles | - | 2.29 |
Transport Services | - | 3.68 |
Ferrous Metals | - | 1.46 |
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