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HSBC Nifty Next 50 Index Fund Direct - Growth
| NAV as of Apr 23, 2025 | Returns since inception | ET Money Rank | VRO Ratings |
|---|---|---|---|
| ₹28.7857+0.69% 1 day change | 22.98% |   |
Historical NAV & returns
NAV: ₹28.7857 as on Apr 23, 2025
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HSBC Nifty Next 50 Index Fund overview
| VRO rating | |
| Expense ratio | 0.34% as on Mar 31, 2025 |
| Exit load | 1.0% Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month.! |
| AUM (Fund size) | ₹125 Crs |
| Lock-in | No Lockin |
| Age | 5 yrs 1 m since Mar 24, 2020 |
| Benchmark | NIFTY Next 50 TRI |
| Min. investment | SIP ₹500 & Lump. ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year |
HSBC Nifty Next 50 Index Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Apr 10, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 month | 3.51% | 3.04% |
| 3 months | 5.52% | 5.44% |
| 6 months | -6.89% | -1.88% |
| 1 year | 4.2% | 8.07% |
| 3 years | 16.23% | 14.56% |
| 5 years | 23.67% | 22.62% |
Asset allocationas on Mar 31, 2025
Large Cap 90.031832%
Mid Cap 9.848168%
Small Cap 0.0%
Other Cap 0.0%
Top holdings
Top sectors
Financial 16.819999999999997%
Services 13.309999999999999%
Capital Goods 13.24%
Energy 12.94%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Instruments
Repo 0.36%
Other Holdings
Others 0.36%
Peer comparison
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from HSBC Mutual Fund
Frequently asked questions
ET Money rank
#NA
- Return Outperformance: This fund has generated highest return amongst Large Cap Index funds in the last 5 Years.
- Chance: This fund has generated a 22.77% annual return in 70% of times for investors holding for at least 5 years.
- Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
- Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month.