HSBC Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
18.59%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
All
NAV: 24 Dec 2024₹30.09
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 returnsNA32.4%18.6%26.5%
Category averageNA17.9%14.7%NA
Rank with in categoryNA1315NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
21.9%22.3%34,432.09
5
20.1%18.4%66,206.57
5
20.0%17.8%429.06
4
21.6%15.9%1,744.59
4
21.4%15.5%15,311.79

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity4.51%
HealthcareEquity4.15%
Metals & MiningEquity4.08%
ServicesEquity4.01%
FinancialEquity3.82%
EnergyEquity3.71%
Capital GoodsEquity3.54%
FinancialEquity3.52%
ServicesEquity3.41%
AutomobileEquity3.03%
TechnologyEquity3.02%
EnergyEquity2.86%
ConstructionEquity2.80%
EnergyEquity2.75%
FinancialEquity2.73%
ChemicalsEquity2.49%
Consumer StaplesEquity2.48%
FinancialEquity2.43%
AutomobileEquity2.40%
Consumer StaplesEquity2.39%
InsuranceEquity2.35%
Capital GoodsEquity2.30%
ServicesEquity2.16%
Capital GoodsEquity2.06%
ConstructionEquity1.86%
Metals & MiningEquity1.82%
FinancialEquity1.82%
Capital GoodsEquity1.71%
ConstructionEquity1.70%
Consumer StaplesEquity1.65%
FinancialEquity1.65%
HealthcareEquity1.63%
AutomobileEquity1.61%
InsuranceEquity1.44%
FinancialEquity1.34%
ServicesEquity1.30%
HealthcareEquity1.28%
Consumer StaplesEquity0.93%
ServicesEquity0.68%
EnergyEquity0.60%
Capital GoodsEquity0.59%
FinancialEquity0.56%
Capital GoodsEquity0.43%
ConstructionEquity0.43%
EnergyEquity0.38%
FinancialEquity0.33%
EnergyEquity0.32%
FinancialEquity0.29%
EnergyEquity0.28%
InsuranceEquity0.27%
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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