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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹129 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 ₹30.5399 NAV as of May 06,2026 and returns since inception of 74.51%. Minimum investments start at SIP ₹500. The HSBC Nifty Next 50 Index Fund Growth AUM is ₹129 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 13.57% returns, against a category average of 1.96% and a category best of 22.27%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.571.9622.27
6M0.331.6063.64
1Y7.895.26150.99
3Y20.3914.70210.86

Portfolio Analysis

  • Equity: 100.21%
  • Debt: -0.21%
  • Others
As on: 2026-03-31
View allocation % by

1. Bank of Baroda2.15%
2. Canara Bank1.95%
3. Punjab National Bank1.62%
4. Union Bank of India1.49%

1. The Tata Power Company Limited2.97%
2. Adani Power Limited2.92%
3. Adani Green Energy Limited1.27%

1. Divi''s Laboratories Limited3.54%
2. Torrent Pharmaceuticals Limited2.07%
3. Zydus Lifesciences Limited1.02%

1. Vedanta Limited5.21%

1. Power Finance Corporation Limited2.59%
2. REC Limited1.79%
3. Indian Railway Finance Corporation Ltd0.82%

1. Bharat Petroleum Corporation Limited2.67%
2. Indian Oil Corporation Limited2.37%

1. CG Power And Industrial Solutions Ltd2.11%
2. ABB India Limited1.46%
3. Siemens Energy India Limited1.06%

1. Cholamandalam Invest & Finance Co Ltd2.72%
2. Muthoot Finance Limited1.59%

1. Tata Motors Commercial Vehicles Limited3.87%

1. TVS Motor Company Limited3.70%

1. Hindustan Aeronautics Limited3.10%

1. Britannia Industries Limited2.99%

1. Cummins India Limited2.85%

1. Avenue Supermarts Limited2.73%

1. Shree Cement Limited1.44%
2. Ambuja Cements Limited1.15%

1. Varun Beverages Limited2.46%

1. DLF Limited1.52%
2. Lodha Developers Limited0.89%

1. The Indian Hotels Company Limited2.35%

1. Samvardhana Motherson International Ltd2.18%

1. HDFC Asset Management Company Limited2.12%

1. Jindal Steel Limited1.93%

1. Pidilite Industries Limited1.87%

1. Godrej Consumer Products Limited1.86%

1. Bajaj Holdings & Investment.Ltd1.77%

1. LTIMindtree Ltd1.75%

1. GAIL (India) Limited1.74%

1. United Spirits Limited1.69%

1. Adani Energy Solutions Limited1.52%

1. Solar Industries India Limited1.38%

1. Siemens Limited1.22%

1. Hyundai Motor India Limited1.19%

1. Bosch Limited1.17%

1. Hindustan Zinc Limited1.02%

About Fund

HSBC Nifty Next 50 Index Fund Growth managed by HSBC Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹129 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.

Fund Managers

Praveen Ayathan

Mr. Praveen is a B.Sc (Mathematics). Prior to joining L&T Investment Management Ltd he has worked with Kotak Mahindra AMC and Dalal & Broacha Stock Broking Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNippon India Nifty Smallcap 250 Index Fund Growth02523.3 CR0.97
This FundIDBI Nifty 50 Index Fund Growth0207.73 CR0.9
This FundHSBC Nifty Next 50 Index Fund Growth0128.91 CR0.71
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
This FundMirae Asset NYSE FANG + ETF Growth03184.86 CR0.66
Fund Name1Y3Y
This FundNippon India Nifty Smallcap 250 Index Fund Growth8.514873.8796
This FundIDBI Nifty 50 Index Fund Growth16.163673.9956
This FundHSBC Nifty Next 50 Index Fund Growth7.892174.5119
This FundICICI Prudential Silver ETF Growth150.9931206.0402
This FundMirae Asset NYSE FANG + ETF Growth47.3018210.8555

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 : 13.57%
  • 6 Months : 0.33%
  • 1 Year : 7.89%
  • 3 Years : 20.39%
Returns of HSBC Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 30.5399 as on May 06,2026. Since inception, the return has been 74.51%.

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 ₹129 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