HSBC Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
15.43%
3Y annualised
-1.49% 1D
1M
6M
1Y
3Y
All
NAV: 21 Nov 2024₹29.16
Min. SIP amount₹500
Rating3
Fund size₹140.13Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA42.9%15.4%26.2%
Category averageNA25.5%12.3%NA
Rank with in categoryNA1117NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
28.6%19.1%34,432.09
5
27.8%16.2%66,206.57
5
29.7%15.4%429.06
4
30.4%13.3%1,744.59
4
27.4%13.1%15,311.79

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity4.33%
Metals & MiningEquity4.22%
HealthcareEquity4.01%
EnergyEquity3.99%
ServicesEquity3.76%
FinancialEquity3.55%
FinancialEquity3.50%
Capital GoodsEquity3.31%
AutomobileEquity3.14%
ServicesEquity3.11%
EnergyEquity2.90%
EnergyEquity2.87%
FinancialEquity2.85%
TechnologyEquity2.83%
ConstructionEquity2.82%
AutomobileEquity2.71%
Consumer StaplesEquity2.59%
ChemicalsEquity2.58%
FinancialEquity2.51%
InsuranceEquity2.45%
Consumer StaplesEquity2.29%
Capital GoodsEquity2.22%
Capital GoodsEquity2.09%
ServicesEquity1.89%
ConstructionEquity1.88%
Metals & MiningEquity1.87%
FinancialEquity1.85%
ConstructionEquity1.81%
Consumer StaplesEquity1.71%
Capital GoodsEquity1.65%
AutomobileEquity1.63%
HealthcareEquity1.59%
FinancialEquity1.56%
InsuranceEquity1.54%
HealthcareEquity1.34%
FinancialEquity1.33%
ServicesEquity1.33%
Consumer StaplesEquity0.91%
ServicesEquity0.73%
Capital GoodsEquity0.72%
EnergyEquity0.65%
FinancialEquity0.56%
Capital GoodsEquity0.45%
EnergyEquity0.45%
ConstructionEquity0.42%
FinancialEquity0.35%
EnergyEquity0.33%
FinancialEquity0.28%
InsuranceEquity0.26%
EnergyEquity0.25%
See All

Expense ratio, exit load and tax

Expense ratio: 0.35%

Inclusive of GST

Exit load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Praveen Ayathan
Mar 2020 - Present
View details

Education
Mr. Praveen is a B.Sc (Mathematics).
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T MF, Kotak Mahindra AMC and Dalal & Broacha Stock Broking Pvt. Ltd.

Rajeesh Nair
Oct 2023 - Present
View details

Education
Mr. Nair has done B.Com and CA
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Investment Management Ltd and IDFC Mutual FundIDFC Mutual Fund
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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