• Home
  • Mutual Funds
  • HSBC Nifty Next 50 Index Fund Growth
  • Hsbc-nifty-next-50-index-fund-growth-140517078-2066

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹141 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 ₹28.5242 NAV as of Mar 04,2026 and returns since inception of 80.85%. Minimum investments start at SIP ₹500. The HSBC Nifty Next 50 Index Fund Growth AUM is ₹141 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 2.39% returns, against a category average of -0.21% and a category best of 15.61%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.39-0.2115.61
6M2.272.13135.39
1Y20.176.24204.17
3Y21.8414.07342.09

Portfolio Analysis

  • Equity: 99.92%
  • Debt: 0.08%
  • Others
As on: 2026-01-31
View allocation % by

1. The Tata Power Company Limited2.71%
2. Adani Power Limited2.36%
3. Adani Green Energy Limited1.15%
4. JSW Energy Limited1.09%

1. Bank of Baroda2.45%
2. Canara Bank2.19%
3. Punjab National Bank1.90%

1. Divi''s Laboratories Limited3.39%
2. Torrent Pharmaceuticals Limited1.83%
3. Zydus Lifesciences Limited0.98%

1. Bharat Petroleum Corporation Limited3.12%
2. Indian Oil Corporation Limited2.69%

1. Power Finance Corporation Limited2.44%
2. REC Limited2.01%
3. Indian Railway Finance Corporation Ltd0.95%

1. Vedanta Limited5.10%

1. CG Power And Industrial Solutions Ltd1.77%
2. ABB India Limited1.29%
3. Siemens Energy India Limited0.97%

1. Hindustan Aeronautics Limited3.87%

1. TVS Motor Company Limited3.81%

1. Britannia Industries Limited3.05%

1. Cholamandalam Invest & Finance Co Ltd3.04%

1. DLF Limited1.80%
2. Lodha Developers Limited1.21%

1. Shree Cement Limited1.59%
2. Ambuja Cements Limited1.37%

1. Varun Beverages Limited2.85%

1. The Indian Hotels Company Limited2.61%

1. LTIMindtree Ltd2.44%

1. Avenue Supermarts Limited2.40%

1. Samvardhana Motherson International Ltd2.21%

1. Info Edge (India) Limited2.14%

1. Bajaj Holdings & Investment.Ltd2.06%

1. Godrej Consumer Products Limited2.05%

1. GAIL (India) Limited1.99%

1. Pidilite Industries Limited1.96%

1. ICICI Lombard General Insurance Company1.94%

1. Jindal Steel & Power Limited1.87%

1. United Spirits Limited1.78%

1. Solar Industries India Limited1.45%

1. Havells India Limited1.43%

1. Bosch Limited1.40%

1. Hyundai Motor India Limited1.38%

1. Adani Energy Solutions Limited1.37%

1. Siemens Limited1.21%

1. Hindustan Zinc Limited1.20%

About Fund

HSBC Nifty Next 50 Index Fund Growth managed by HSBC Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹141 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 Growth098 CR0.91
This FundMotilal Oswal Nifty Next 50 Index Fund Growth0400.69 CR1.04
This FundHSBC Nifty Next 50 Index Fund Growth0140.92 CR0.71
This FundICICI Prudential Silver ETF Growth022162.19 CR0.4
This FundAxis Silver ETF Growth02604.53 CR0.4
Fund Name1Y3Y
This FundLIC MF Nifty Next 50 Index Fund Growth20.218580.4521
This FundMotilal Oswal Nifty Next 50 Index Fund Growth20.003680.7278
This FundHSBC Nifty Next 50 Index Fund Growth20.167280.8528
This FundICICI Prudential Silver ETF Growth204.1658339.3771
This FundAxis Silver ETF Growth202.6372342.0938

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 : 2.39%
  • 6 Months : 2.27%
  • 1 Year : 20.17%
  • 3 Years : 21.84%
Returns of HSBC Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 28.5242 as on Mar 04,2026. Since inception, the return has been 80.85%.

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 ₹141 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