HSBC Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
20.78%
3Y annualised
+1.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 May 2025₹29.26
Min. SIP amount₹500
Rating1
Fund size₹128.82Cr

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
1Y3Y5YAll
Fund returns1.1%20.8%23.8%23.5%
Category average9.5%18.7%23.4%NA
Rank with in category902826NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
11.8%25.4%39,677.38
5
12.6%22.8%68,033.76
5
9.5%21.4%33,913.31
4
13.3%21.2%1,828.46
4
15.5%20.8%15,621.37

Holdings (51)

NameSectorInstrumentAssets
ServicesEquity4.57%
Capital GoodsEquity3.78%
HealthcareEquity3.43%
Metals & MiningEquity3.15%
Consumer StaplesEquity3.11%
ServicesEquity3.07%
EnergyEquity2.86%
Consumer StaplesEquity2.84%
FinancialEquity2.79%
AutomobileEquity2.78%
ServicesEquity2.74%
Consumer StaplesEquity2.68%
EnergyEquity2.66%
FinancialEquity2.63%
ServicesEquity2.43%
FinancialEquity2.33%
FinancialEquity2.30%
EnergyEquity2.28%
EnergyEquity2.26%
ChemicalsEquity2.07%
FinancialEquity2.05%
Consumer StaplesEquity2.05%
InsuranceEquity1.99%
ConstructionEquity1.92%
TechnologyEquity1.88%
EnergyEquity1.86%
Capital GoodsEquity1.79%
Capital GoodsEquity1.78%
ConstructionEquity1.76%
AutomobileEquity1.74%
ConstructionEquity1.65%
ConstructionEquity1.59%
HealthcareEquity1.54%
FinancialEquity1.53%
Metals & MiningEquity1.51%
FinancialEquity1.46%
EnergyEquity1.44%
Consumer StaplesEquity1.28%
Capital GoodsEquity1.28%
Capital GoodsEquity1.22%
Capital GoodsEquity1.14%
Capital GoodsEquity1.14%
AutomobileEquity1.13%
InsuranceEquity1.07%
FinancialEquity0.99%
HealthcareEquity0.98%
AutomobileEquity0.92%
Siemens Energy India Ltd.
EnergyEquity0.87%
InsuranceEquity0.78%
FinancialEquity0.50%
ServicesEquity0.38%
See All

Pros and cons

Category: Equity Large Cap

Pros

Lower expense ratio: 0.34%
3Y and 5Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 8.38%
Low rating: 1
Lower alpha: -1.32 The fund has generated returns lower than benchmark - NIFTY Next 50 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.34%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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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