HSBC Nifty Next 50 Index Fund

Other · Index
500
Min SIP
5,000
Min Lumpsum
0.35 %
Expense Ratio
Rating
61
Fund Size (in Cr)
3 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

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 10.4% 22% - 21.2%
Category Average 11.1% 22.8% 8.2% -

Scheme Allocation

By Holding
By Sector
By Asset
LTI Mindtree
3.69%
Bharat Electron
3.37%
Pidilite Inds.
3.36%
SRF
3.36%
Bank of Baroda
3.18%
Others
83.04%
Personal Products
8.39%
Finance
7.3%
Cement & Cement Products
6.91%
Chemicals & Petrochemical
6.72%
Retailing
6.11%
Others
64.57%
Equity
100.04%
Reverse Repos
0.17%
Net Curr Ass/Net Receivables
-0.22%
Others
0.01%

Advance Ratio

-0.04
Alpha
4.85
SD
0.99
Beta
0.32
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

AMC Contact Details

HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

Frequently Asked Questions

How to invest in HSBC Nifty Next 50 Index Fund ?

You can invest in HSBC Nifty Next 50 Index Fund 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 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 ?

The NAV of HSBC Nifty Next 50 Index Fund is ₹18.1 as of 26 May 2023.

How to redeem HSBC Nifty Next 50 Index Fund 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?

The minimum SIP amount of HSBC Nifty Next 50 Index Fund is ₹500

What are the top sectors HSBC Nifty Next 50 Index Fund has invested in??

The top sectors HSBC Nifty Next 50 Index Fund has invested in are
  1. LTI Mindtree - 3.69%
  2. Bharat Electron - 3.37%
  3. Pidilite Inds. - 3.36%
  4. SRF - 3.36%
  5. Bank of Baroda - 3.18%

How much returns have HSBC Nifty Next 50 Index Fund generated ?

The HSBC Nifty Next 50 Index Fund has delivered 21.2% since inception

What is the expense ratio of HSBC Nifty Next 50 Index Fund ?

The expense ratio of HSBC Nifty Next 50 Index Fund is 0.35 % as of 26 May 2023.

What is the AUM of HSBC Nifty Next 50 Index Fund?

The AUM of HSBC Nifty Next 50 Index Fund is ₹12,789 Cr as of 26 May 2023

What are the top stock holdings of HSBC Nifty Next 50 Index Fund?

The top stock holdings of HSBC Nifty Next 50 Index Fund are
  1. LTI Mindtree - 3.69%
  2. Bharat Electron - 3.37%
  3. Pidilite Inds. - 3.36%
  4. SRF - 3.36%
  5. Bank of Baroda - 3.18%
Invest Now