HSBC Nifty Next 50 Index Fund Direct growth

Equity • Index • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct growth

Launched On
17 Apr 2020
4.4 years ago
Lock-in Period
No lock-in
NAV
as of 06 Sep 2024
₹32.53
-1.3548% (-0.40)
AUM
₹134 Cr
Expense ratio
0.35%
Benchmark
Nifty Next 50
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

15%

Units held more than 1Y

10%

Exit Load

If units sold before 1M

1%

If units sold after 1M

0%

Distribution

Asset split
Equity99.87%
Cash0.13%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

22.28%
Industrials

Industrials

20.19%
Consumer Cyclical

Consumer Cyclical

13.87%
Basic Materials

Basic Materials

12.77%
Consumer Defensive

Consumer Defensive

11.46%

Fund House

HSBC

HSBC

Inc: 31 Mar 1997 • Total AUM: ₹1,18,540 Cr • Rank #13
HSBC Mutual Fund, started in 2002, has HSBC Securities and Capital Markets (India) Private Limited (HSCI) as its sponsor. The fund house is headed by Kailash Kulkarni as the CEO. As of 31 March 2024, it has an AUM of ₹1,09,766 Cr.

Fund Managers

Praveen Ayathan

Experience: 10.18 yrs • Total AUM: 45,085 Cr

Rajeesh Nair

Experience: 0.92 yrs • Total AUM: 2,513 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

UTI Nifty Next 50 Index Fund

Equity • Index
3Y CAGR
21.59%
Expense ratio
0.36%
Tracking error
Below Average
Fund size
High
Top rated

ICICI Prudential Nifty Next 50 Index

Equity • Index
3Y CAGR
21.59%
Expense ratio
0.31%
Tracking error
Below Average
Fund size
High
Top rated

UTI Nifty 50 Index Fund

Equity • Index
3Y CAGR
14.32%
Expense ratio
0.18%
Tracking error
Low
Fund size
High
Top rated

ICICI Prudential Nifty 50 Index Fund

Equity • Index
3Y CAGR
14.28%
Expense ratio
0.17%
Tracking error
Low
Fund size
High
Top rated

HDFC Index Fund-NIFTY 50 Plan

Equity • Index
3Y CAGR
14.28%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.