Q: What are the returns of HSBC Nifty Next 50 Index Fund?

The HSBC Nifty Next 50 Index Fund is a 5 yrs 4 m old fund and has delivered average annual returns of 22.66% since inception. HSBC Nifty Next 50 Index Fund Returns 1-Year 3-Year 5-Year Since Inception -5.14% 19.54% 21.13% 22.66%

Question 1

What is the current NAV of HSBC Nifty Next 50 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the HSBC Nifty Next 50 Index Fund - Direct Growth plan is approximately ₹29.9142 as of Jul 21, 2025.

Question 2

What are the returns of HSBC Nifty Next 50 Index Fund?

Accepted Answer

The HSBC Nifty Next 50 Index Fund is a 5 yrs 4 m old fund and has delivered average annual returns of 22.66% since inception.

HSBC Nifty Next 50 Index Fund Returns

1-Year	3-Year	5-Year	Since Inception
-5.14%	19.54%	21.13%	22.66%

Question 3

How much does HSBC Nifty Next 50 Index Fund charge as the expense ratio?

Accepted Answer

The HSBC Nifty Next 50 Index Fund - Direct Growth has an expense ratio of 0.34%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of HSBC Nifty Next 50 Index Fund?

Accepted Answer

The HSBC Nifty Next 50 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹125 Crs crore as of Jun 30, 2025.

Question 5

What are the top stock holdings of HSBC Nifty Next 50 Index Fund?

Accepted Answer

The HSBC Nifty Next 50 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	4.48%
Hindustan Aeronautics Ltd.	4.05%
Divi's Laboratories Ltd.	3.59%
Vedanta Ltd.	3.16%
The Indian Hotels Company Ltd.	2.89%
Cholamandalam Investment and Finance Company Ltd.	2.88%
Tata Power Company Ltd.	2.82%
TVS Motor Company Ltd.	2.8%
Britannia Industries Ltd.	2.78%
Varun Beverages Ltd.	2.73%

Question 6

What are the top sectors HSBC Nifty Next 50 Index Fund has invested in?

Accepted Answer

The HSBC Nifty Next 50 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	4.48%
Hindustan Aeronautics Ltd.	4.05%
Divi's Laboratories Ltd.	3.59%
Vedanta Ltd.	3.16%
The Indian Hotels Company Ltd.	2.89%
Cholamandalam Investment and Finance Company Ltd.	2.88%
Tata Power Company Ltd.	2.82%
TVS Motor Company Ltd.	2.8%
Britannia Industries Ltd.	2.78%
Varun Beverages Ltd.	2.73%

Question 7

What is the risk level of HSBC Nifty Next 50 Index Fund?

Accepted Answer

This is a Large Cap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in HSBC Nifty Next 50 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in HSBC Nifty Next 50 Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for HSBC Nifty Next 50 Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in HSBC Nifty Next 50 Index Fund is complete.

Question 10

How can I redeem my investments in HSBC Nifty Next 50 Index Fund?

Accepted Answer

Redeeming your investments in HSBC Nifty Next 50 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in HSBC Nifty Next 50 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.34% as on May 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 Cr
Lock-in Period	Nil
Age	5 yrs 4 m since Mar 24, 2020
Benchmark	NIFTY Next 50 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹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, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	0.31%	-1.01%
3 Months	4.64%	4.39%
6 Months	9.0%	8.0%
1 Year	-5.14%	0.41%
2 Years	24.57%	17.36%
3 Years	19.54%	16.95%
4 Years	15.05%	13.88%
5 Years	21.13%	19.44%

Fund name	ETM Rank	AUM	Fund age	Expense ratio
HSBC Nifty Next 50 Index Fund	N.A.	125 Cr	5 yrs 4 m	0.34%
DSP Nifty 50 Equal Weight Index Fund	N.A.	2,136 Cr	7 yrs 9 m	0.39%
Sundaram Nifty 100 Equal Weight Fund	N.A.	106 Cr	12 yrs 6 m	0.61%
Nippon India Nifty Next 50 Junior BeES FoF	N.A.	550 Cr	6 yrs 5 m	0.12%
DSP Nifty Next 50 Index Fund	N.A.	1,008 Cr	6 yrs 5 m	0.26%
UTI Nifty Next 50 Index Fund	N.A.	5,288 Cr	7 yrs 1 m	0.34%

Fund name	1M	6M	1Y	3Y	5Y	10Y
HSBC Nifty Next 50 Index Fund	0.31%	9.0%	-5.14%	19.54%	21.13%	N.A.
DSP Nifty 50 Equal Weight Index Fund	-1.36%	9.45%	2.49%	19.05%	23.96%	10.1%
Sundaram Nifty 100 Equal Weight Fund	-0.36%	9.42%	-0.56%	18.92%	22.18%	11.63%
Nippon India Nifty Next 50 Junior BeES FoF	0.64%	9.17%	-4.76%	19.9%	21.44%	9.64%
DSP Nifty Next 50 Index Fund	0.32%	9.28%	-4.91%	19.85%	21.41%	10.42%
UTI Nifty Next 50 Index Fund	0.31%	9.22%	-4.76%	19.85%	21.4%	9.67%

Fund name	Std. deviation	Beta	Sharpe	Sortino
HSBC Nifty Next 50 Index Fund	18.95	1.3	0.89	1.27
DSP Nifty 50 Equal Weight Index Fund	14.18	1.04	1.08	1.62
Sundaram Nifty 100 Equal Weight Fund	15.33	1.11	1.0	1.48
Nippon India Nifty Next 50 Junior BeES FoF	18.75	1.28	0.91	1.29
DSP Nifty Next 50 Index Fund	18.99	1.3	0.9	1.29
UTI Nifty Next 50 Index Fund	18.98	1.3	0.9	1.29

HSBC Nifty Next 50 Index Fund Direct - Growth

Historical NAV & returns

HSBC Nifty Next 50 Index Fund overview

HSBC Nifty Next 50 Index Fund Returns calculator

Trailing returns as on Jun 01, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare HSBC Nifty Next 50 Index Fund in detail with

About this fund

About HSBC Nifty Next 50 Index Fund

Fund managers

Investment objective

HSBC Mutual Fund details

More funds from HSBC Mutual Fund

Frequently asked questions

HSBC Nifty Next 50 Index Fund Returns

ET Money rank

Alpha	-0.17 vs. 4.17 Underperformed at beating benchmark
Sharpe	0.89 vs. 4.28 Poor risk-adjusted returns
Beta	1.3 vs. 0.78 More sensitive to market's ups & downs
Standard deviation	18.95 vs. 9.19 More volatile performance

Fund AUM	125 Cr as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	38 view all schemes
Total AUM	1,29,985 Cr as on Jun 30, 2025
Address	9-11th Floor, NESCO - IT Park Bldg. 3, Western Express Highway, Goregaon East, Mumbai, 400063

Fund name	ETM Rank	AUM	1Y	5Y
HSBC Small Cap Fund	N.A.	14,493 Cr	2.39%	36.58%
HSBC Infrastructure Fund	N.A.	2,229 Cr	-3.03%	31.93%
HSBC Value Fund	N.A.	12,600 Cr	5.43%	29.21%
HSBC Business Cycles Fund	N.A.	967 Cr	8.49%	28.47%
HSBC Midcap Fund	N.A.	11,470 Cr	6.74%	27.51%
HSBC Large and Mid Cap Fund	N.A.	3,769 Cr	2.92%	24.88%

Sector	Percentage of Portfolio
Financial	16.8%
Energy	13.93%
Services	12.81%
Capital Goods	12.61%
Consumer Staples	11.17%
Automobile	6.859999999999999%
Healthcare	6.0%
Metals & Mining	4.7%
Insurance	3.9400000000000004%
Construction	3.8899999999999997%