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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹146 Cr

Lock In Period

N/A

Expense Ratio

0.71

Benchmark

Nifty Next 50 Total Return

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 Month from the date of allotment - Nil.If units redeemed or switched out are over and above the limit within 1 Month from the date of allotment - 1%If units are redeemed or switched out on or after 1 Month from the date of allotment - Nil.

Summary

Latest details for HSBC Nifty Next 50 Index Fund Growth include a ₹26.6437 NAV as of Mar 24,2026 and returns since inception of 61.26%. Minimum investments start at SIP ₹500. The HSBC Nifty Next 50 Index Fund Growth AUM is ₹146 Cr, with a lock-in of N/A years, expense ratio of 0.71%, and benchmark Nifty Next 50 Total Return. Exit load is - If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 Month from the date of allotment - Nil.If units redeemed or switched out are over and above the limit within 1 Month from the date of allotment - 1%If units are redeemed or switched out on or after 1 Month from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -11.87% returns, against a category average of -3.20% and a category best of 5.79%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-11.87-3.205.79
6M-11.88-0.6055.76
1Y-2.323.22112.09
3Y17.2712.94194.05

Portfolio Analysis

  • Equity: 99.95%
  • Debt: 0.05%
  • Others
As on: 2026-02-28
View allocation % by

1. The Tata Power Company Limited2.73%
2. Adani Power Limited2.38%
3. Adani Green Energy Limited1.25%
4. JSW Energy Limited1.13%

1. Bank of Baroda2.57%
2. Canara Bank2.28%
3. Punjab National Bank1.92%

1. Divi''s Laboratories Limited3.50%
2. Torrent Pharmaceuticals Limited1.95%
3. Zydus Lifesciences Limited0.99%

1. Bharat Petroleum Corporation Limited3.21%
2. Indian Oil Corporation Limited3.01%

1. Power Finance Corporation Limited2.59%
2. REC Limited1.88%
3. Indian Railway Finance Corporation Ltd0.80%

1. Vedanta Limited5.24%

1. CG Power And Industrial Solutions Ltd2.14%
2. ABB India Limited1.37%
3. Siemens Energy India Limited1.11%

1. TVS Motor Company Limited3.91%

1. Hindustan Aeronautics Limited3.19%

1. Cholamandalam Invest & Finance Co Ltd3.15%

1. Britannia Industries Limited3.04%

1. DLF Limited1.67%
2. Lodha Developers Limited1.20%

1. Shree Cement Limited1.50%
2. Ambuja Cements Limited1.31%

1. Varun Beverages Limited2.66%

1. Samvardhana Motherson International Ltd2.55%

1. The Indian Hotels Company Limited2.52%

1. Avenue Supermarts Limited2.44%

1. Godrej Consumer Products Limited2.11%

1. Bajaj Holdings & Investment.Ltd2.01%

1. Jindal Steel & Power Limited2.00%

1. Pidilite Industries Limited1.99%

1. ICICI Lombard General Insurance Company1.98%

1. GAIL (India) Limited1.97%

1. LTIMindtree Ltd1.78%

1. United Spirits Limited1.75%

1. Info Edge (India) Limited1.72%

1. Havells India Limited1.52%

1. Adani Energy Solutions Limited1.51%

1. Solar Industries India Limited1.41%

1. Bosch Limited1.36%

1. Hyundai Motor India Limited1.33%

1. Siemens Limited1.30%

1. Hindustan Zinc Limited1.13%

About Fund

HSBC Nifty Next 50 Index Fund Growth managed by HSBC Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹146 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.71. Under the expert guidance of Praveen Ayathan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundLIC MF Nifty Next 50 Index Fund Growth0101.14 CR0.91
This FundMotilal Oswal Nifty Next 50 Index Fund Growth0426.93 CR1.04
This FundHSBC Nifty Next 50 Index Fund Growth0145.81 CR0.71
This FundICICI Prudential Silver ETF Growth016848.3 CR0.4
This FundHDFC Silver ETF Growth08421.6 CR0.5
Fund Name1Y3Y
This FundLIC MF Nifty Next 50 Index Fund Growth-2.220760.9652
This FundMotilal Oswal Nifty Next 50 Index Fund Growth-2.483861.0841
This FundHSBC Nifty Next 50 Index Fund Growth-2.319961.2597
This FundICICI Prudential Silver ETF Growth112.094193.4407
This FundHDFC Silver ETF Growth110.0327194.0473

FAQs

HSBC Nifty Next 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Nifty Next 50 Index Fund Growth is 0.71. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Nifty Next 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -11.87%
  • 6 Months : -11.88%
  • 1 Year : -2.32%
  • 3 Years : 17.27%
Returns of HSBC Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 26.6437 as on Mar 24,2026. Since inception, the return has been 61.26%.

You can invest in HSBC Nifty Next 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Nifty Next 50 Index Fund Growth is ₹146 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Nifty Next 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500