SBI Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - 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 SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹127 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 May 2021 16 Apr 2020
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 52.85% 54%
Expense Ratio 0.78 0.8
Manager Raviprakash Sharma Praveen Ayathan
ISIN Code INF200KA1V76 INF917K01D95
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/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 SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Month 2.35% 2.33%
6 Month 28.55% 28.35%
1 Year 69.04% 68.68%
3 Year 22.87% 22.61%
5 Year - -

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month - -
1 Year 32.85% 32.66%
3 Year 56.81% 56.32%
5 Year 58.19% 79.39%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year 21.85% 26.17%
3 Year 62.32% 63.16%
5 Year 62.49% 83.28%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation 16.74% 16.7%
Sharp 0.93% 0.92%
Beta 1.15% 1.15%
Alpha 3.54% 3.38%

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Name Raviprakash Sharma Praveen Ayathan
Total AUM ₹8390 Cr ₹3762 Cr
Fund Manage 5 5
SBI Nifty Next 50 Index Fund - Regular Plan - Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Large Cap 88.54 88.15
Mid Cap 9.83 9.78
Others 1.63 2.07

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Capital Goods 18.57 18.48
Services 14.17 14.11
Energy 11.32 11.26
Financial 19.36 19.27
Metals & Mining 4.87 4.85
Construction 2.61 2.6
Automobile 5.59 5.57
Consumer Staples 9.94 9.91
Chemicals 2.25 2.24
Insurance 3.44 3.42
Materials 4.14 4.12
Diversified 1.6 1.59
Healthcare 2.48 2.47
Others -0.34 0.11

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