HSBC Nifty Next 50 Index Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.35 %
Expense Ratio
Rating
134
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 62.2% | 20.7% | - | 30.8% | ||||
| Category Average | 60.7% | 21.1% | 24.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.57
Alpha
4.87
SD
1
Beta
0.85
Sharpe
Exit Load
| 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. |
|---|
Fund Objective
The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 50 index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/ loss plus dividend payments by the constituent stocks. There is no assurance that the investment objective of the Scheme will be realized.
Fund Managers
Praveen Ayathan
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 95
-
62.1%Fund Size - 95
-
21%Fund Size - 95
-
23.6%Fund Size - 95
-
- Other .
- Index .
-
- 6,643
-
62.5%Fund Size - 6,643
-
21%Fund Size - 6,643
-
23.7%Fund Size - 6,643
-
- Other .
- Index .
-
- 92
-
46.4%Fund Size - 92
-
19.1%Fund Size - 92
-
23.1%Fund Size - 92
-
- Other .
- Index .
-
- 19,356
-
27.5%Fund Size - 19,356
-
14%Fund Size - 19,356
-
18.9%Fund Size - 19,356
-
- Other .
- Index .
-
- 11,115
-
27.4%Fund Size - 11,115
-
14%Fund Size - 11,115
-
18.9%Fund Size - 11,115
AMC Contact Details
HSBC Mutual Fund
AUM:
1,16,991 Cr
Address:
9-11 Floors, NESCO IT Park,
Building no 3, Western Express
Highway, Goregaon(East) Mumbai-400063
Contact:
022 66145000
Email ID:
investor.line@mutualfunds.hsbc.co.in
More Funds from HSBC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 11,882
-
55.1%Fund Size - 11,882
-
25.2%Fund Size - 11,882
-
28.3%Fund Size - 11,882
-
- Equity .
- Large & Mid Cap .
-
- 3,570
-
44.3%Fund Size - 3,570
-
21.3%Fund Size - 3,570
-
25.5%Fund Size - 3,570
-
- Equity .
- Value .
-
- 13,819
-
47.2%Fund Size - 13,819
-
26.3%Fund Size - 13,819
-
28.3%Fund Size - 13,819
-
- Equity .
- Small Cap .
-
- 300
-
28.2%Fund Size - 300
-
34.7%Fund Size - 300
-
16.5%Fund Size - 300
-
- Equity .
- Small Cap .
-
- 16,905
-
41.3%Fund Size - 16,905
-
29.3%Fund Size - 16,905
-
34%Fund Size - 16,905
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
35.7%Fund Size - 31,800
-
23.3%Fund Size - 31,800
-
24%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
38.1%Fund Size - 62,717
-
20.4%Fund Size - 62,717
-
22.7%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
34.3%Fund Size - 14,528
-
15.7%Fund Size - 14,528
-
22.5%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
41.7%Fund Size - 2,284
-
19.4%Fund Size - 2,284
-
22.4%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 1,203
-
39.9%Fund Size - 1,203
-
18.4%Fund Size - 1,203
-
22.1%Fund Size - 1,203
Frequently Asked Questions
How to invest in HSBC Nifty Next 50 Index Fund – Direct (IDCW) ?
You can invest in HSBC Nifty Next 50 Index Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HSBC Nifty Next 50 Index Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HSBC Nifty Next 50 Index Fund – Direct (IDCW) ?
The NAV of HSBC Nifty Next 50 Index Fund – Direct (IDCW) is ₹32.4 as of 11 September 2024.
How to redeem HSBC Nifty Next 50 Index Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HSBC Nifty Next 50 Index Fund – Direct (IDCW)?
The minimum SIP amount of HSBC Nifty Next 50 Index Fund – Direct (IDCW) is ₹500
What are the top sectors HSBC Nifty Next 50 Index Fund – Direct (IDCW) has invested in?
The top sectors HSBC Nifty Next 50 Index Fund – Direct (IDCW) has invested in are
- Finance - 13.19%
- Retailing - 11.08%
- Aerospace & Defense - 8.98%
- Personal Products - 6%
- Power - 5.78%
Can I make investments in both the SIP and Lump Sum schemes of HSBC Nifty Next 50 Index Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of HSBC Nifty Next 50 Index Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have HSBC Nifty Next 50 Index Fund – Direct (IDCW) generated ?
The HSBC Nifty Next 50 Index Fund – Direct (IDCW) has delivered 30.8% since inception
What is the expense ratio of HSBC Nifty Next 50 Index Fund – Direct (IDCW) ?
The expense ratio of HSBC Nifty Next 50 Index Fund – Direct (IDCW) is 0.35 % as of 11 September 2024.
What is the AUM of HSBC Nifty Next 50 Index Fund – Direct (IDCW)?
The AUM of HSBC Nifty Next 50 Index Fund – Direct (IDCW) is ₹1,16,991 Cr as of 11 September 2024
What are the top stock holdings of HSBC Nifty Next 50 Index Fund – Direct (IDCW)?
The top stock holdings of HSBC Nifty Next 50 Index Fund – Direct (IDCW) are
- Trent - 6.85%
- Bharat Electron - 4.65%
- Hind.Aeronautics - 3.8%
- Interglobe Aviat - 3.48%
- Power Fin.Corpn. - 3.46%
How can I redeem my investments in HSBC Nifty Next 50 Index Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Nifty Next 50 Index Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HSBC Nifty Next 50 Index Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.