SBI Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹1448 Cr | ₹130 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 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 | 0.76 | 0.8 |
Manager | Raviprakash Sharma | Praveen Ayathan |
ISIN Code | INF200KA1V76 | INF917K01D95 |
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 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 Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | 10.52% | 10.44% |
6 Month | -18.36% | -18.52% |
1 Year | 1.24% | 0.9% |
3 Year | 14.57% | 14.32% |
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 | -6.8% | -6.94% |
1 Year | -17.52% | -17.84% |
3 Year | 16.94% | 16.64% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 10.03% | 23.04% |
3 Year | 20.36% | 18.82% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.747% | 19.623% |
Sharp | 0.524% | 0.365% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 |
---|---|---|
Others | -0.1 | -0.01 |
Large Cap | 88.6 | 88.52 |
Mid Cap | 11.5 | 11.49 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.1 | -0.01 |
Industrials | 14.81 | 14.79 |
Healthcare | 5.56 | 5.55 |
Consumer Defensive | 10.68 | 10.67 |
Financial Services | 23.99 | 23.97 |
Basic Materials | 9.76 | 9.75 |
Utilities | 12.27 | 12.26 |
Technology | 2.42 | 2.41 |
Energy | 2.13 | 2.13 |
Real Estate | 3.59 | 3.59 |
Consumer Cyclical | 12.24 | 12.23 |
Communication Services | 2.67 | 2.67 |
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