SBI NIFTY Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
SBI NIFTY Index Fund - Regular Plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹8752 Cr | ₹130 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Jan 2002 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | 11% | 54% |
Expense Ratio | 0.46 | 0.8 |
Manager | Pradeep Kesavan | Praveen Ayathan |
ISIN Code | INF200K01537 | INF917K01D95 |
Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% 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 | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -0.89% | -4.59% |
6 Month | -7.84% | -18.66% |
1 Year | 4.08% | 3.15% |
3 Year | 10.53% | 14.26% |
5 Year | 14.04% | - |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.77% | -21.37% |
3 Year | 11% | 13.29% |
5 Year | 14.03% | - |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 14.48% | 23.04% |
3 Year | 12.43% | 18.82% |
5 Year | 12.02% | - |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 12.73% | 18.712% |
Sharp | 0.426% | 0.512% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Praveen Ayathan |
Total AUM | ₹434274 Cr | ₹3762 Cr |
Fund Manage | 43 | 5 |
SBI NIFTY Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.29 |
Large Cap | 100.06 | 89.44 |
Mid Cap | - | 10.85 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.06 | -0.29 |
Petroleum Products | 8.87 | 2.11 |
IT - Software | 12.93 | 2.13 |
Construction | 3.93 | - |
Ferrous Metals | 1.98 | 1.46 |
Consumer Durables | 2.46 | 1.74 |
Diversified FMCG | 6.26 | - |
Non - Ferrous Metals | 0.92 | - |
Banks | 29.43 | 5.66 |
Pharmaceuticals & Biotechnology | 3.35 | 5.49 |
Cement & Cement Products | 2.08 | 2.9 |
Automobiles | 7.43 | 2.29 |
Insurance | 1.38 | 3.62 |
Agricultural Food & other Products | 0.6 | - |
Oil | 0.95 | - |
Food Products | 1.37 | - |
Aerospace & Defense | 0.94 | 3.27 |
Finance | 3.46 | 14.56 |
Telecom - Services | 3.98 | - |
Metals & Minerals Trading | 0.64 | - |
Healthcare Services | 0.65 | - |
Consumable Fuels | 0.94 | - |
Power | 3.12 | 9.42 |
Transport Infrastructure | 0.93 | - |
Retailing | 1.46 | 12.91 |
Electrical Equipment | - | 5.08 |
Personal Products | - | 2.91 |
Gas | - | 2.75 |
Beverages | - | 5.5 |
Diversified Metals | - | 3.1 |
Realty | - | 3.77 |
Chemicals & Petrochemicals | - | 1.84 |
Auto Components | - | 3.12 |
Leisure Services | - | 0.98 |
Transport Services | - | 3.68 |
Top Comparisons
DSP Small Cap Fund - Regular - Growth
3Y Returns16.96%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns14.94%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns13.63%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns14.28%
Franklin India Opportunities Fund - Growth
3Y Returns24.93%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns9.27%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.51%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%