HSBC Nifty Next 50 Index Fund Growth

HSBC Nifty Next 50 Index Fund Growth

+17.32%
3Y annualised
-1.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Sep '26
₹31.12
Min. for SIP
₹500
Fund size (AUM)
₹175.96 Cr
Expense ratio
0.76%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,545
+1.82%
1 year₹60,000₹61,092
+1.82%
3 years₹1,80,000₹2,04,102
+13.39%
5 years₹3,00,000₹4,04,934
+34.98%

Holdings (52)

NameSectorInstrumentsAssets
Divi's Laboratories LtdHealthcareEquity4.03%
TVS Motor Company LtdConsumer DiscretionaryEquity3.99%
Tata Motors LtdIndustrialsEquity3.59%
Hindustan Aeronautics LtdIndustrialsEquity3.47%
Adani Power LtdEnergy & UtilitiesEquity3.45%
Cholamandalam Investment & Finance Company LtdFinancialEquity3.15%
Torrent Pharmaceuticals LtdHealthcareEquity2.96%
Cummins India LtdIndustrialsEquity2.94%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.62%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity2.55%
The Indian Hotels Company LtdConsumer DiscretionaryEquity2.55%
Britannia Industries LtdConsumer StaplesEquity2.51%
Tata Power Company LtdEnergy & UtilitiesEquity2.50%
Avenue Supermarts LtdConsumer StaplesEquity2.49%
Power Finance Corporation LtdFinancialEquity2.43%
Varun Beverages LtdConsumer StaplesEquity2.38%
CG Power & Industrial Solutions LtdIndustrialsEquity2.33%
Adani Transmission LtdEnergy & UtilitiesEquity2.13%
HDFC Asset Management Company LtdFinancialEquity2.10%
Indian Oil Corporation LtdEnergy & UtilitiesEquity2.06%
Pidilite Industries LtdMaterialsEquity1.97%
GAIL (India) LtdEnergy & UtilitiesEquity1.93%
Bajaj Holdings & Investment LtdFinancialEquity1.93%
Adani Green Energy LtdEnergy & UtilitiesEquity1.83%
REC LtdFinancialEquity1.83%
Bank Of BarodaFinancialEquity1.77%
Vedanta LtdMaterialsEquity1.76%
United Spirits LtdConsumer StaplesEquity1.76%
Solar Industries India LtdMaterialsEquity1.76%
Godrej Consumer Products LtdConsumer StaplesEquity1.69%
DLF LtdReal EstateEquity1.67%
Canara BankFinancialEquity1.65%
Jindal Steel & Power LtdMaterialsEquity1.61%
LTIMindtree LtdTechnologyEquity1.60%
Punjab National BankFinancialEquity1.53%
ABB India LtdIndustrialsEquity1.51%
Bosch LtdConsumer DiscretionaryEquity1.40%
Shree Cement LtdMaterialsEquity1.37%
Macrotech Developers LtdReal EstateEquity1.36%
Muthoot Finance LtdFinancialEquity1.32%
Siemens LtdDiversifiedEquity1.31%
Union Bank of IndiaFinancialEquity1.30%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity1.22%
Siemens Energy India LtdEnergy & UtilitiesEquity1.13%
Zydus Lifesciences LtdHealthcareEquity1.11%
Ambuja Cements LtdMaterialsEquity1.06%
Hindustan Zinc LtdMaterialsEquity1.02%
TATA CAPITAL LIMITED EQFinancialEquity0.72%
Indian Railway Finance Corporation LtdFinancialEquity0.71%
Mazagon Dock Shipbuilders LtdIndustrialsEquity0.71%
RepoUnspecifiedRepo0.17%
Net Current AssetsUnspecifiedNet Current Assets0.06%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+9.2%+17.3%+11.5%+19.5%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)251819--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Bandhan Large Cap Fund Growth
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+3.49%+12.80%2,144.56
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
-1.39%+11.63%80,960.34
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
-1.07%+11.27%54,224.57
DSP Large Cap Fund Growth
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HDFC Large Cap Fund Growth
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Fund management

PA
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.

RN
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

About HSBC Nifty Next 50 Index Fund Growth

HSBC Nifty Next 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Praveen Ayathan is the Current Fund Manager of HSBC Nifty Next 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,51,232 Cr and the Latest NAV as of 01 Sep 2026 is ₹31.12. The HSBC Nifty Next 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month. ;

Investment Objective

The scheme seeks to invest in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 50 index by minimizing the performance difference between the benchmark index and the scheme.
Fund benchmarkNIFTY Next 50 Total Return Index

Fund house

Rank (total assets)#21 in India
Total AUM₹1,51,231.52 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,