HSBC Nifty Next 50 Index Fund - Growth
HSBC Mutual Fund
₹29.10 (+0.81%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-0.62% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.72%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Index Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,027
Invested ₹1,000
▲+2.73%1 year
₹994
Invested ₹1,000
▼-0.62%3 years
₹1,151
Invested ₹1,000
▲+15.11%5 years
₹1,093
Invested ₹1,000
▲+9.32%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Next 50 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -0.62% | +15.11% | +9.32% | — |
| Cumulative returns (%) | -0.62% | +52.53% | +56.14% | — |
Fund Manager
| Manager | Rajeesh Nair |
|---|---|
| Role | Manager |
| Manager Tenure | 3 yrs |
About Fund
| Date of Incorporation | 17 Apr 2020 |
|---|---|
| Fund House | HSBC Mutual Fund |
| Custodian | Citibank N.A. India |
| Registrar / Transfer Agent | HSBC Asset Management (India) Private Ltd |
| Address | Trent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East), |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Vedanta Ltd | 5.21% |
| InterGlobe Aviation Ltd | 4.87% |
| Divi's Laboratories Ltd | 4.74% |
| TVS Motor Co Ltd | 4.01% |
| Tata Motors Ltd | 3.87% |
| Hindustan Aeronautics Ltd Ordinary Shares | 3.59% |
| Adani Power Ltd | 3.23% |
| Cholamandalam Investment and Finance Co Ltd | 3.16% |
| Indian Oil Corp Ltd | 3.01% |
| Samvardhana Motherson International Ltd | 2.97% |
| Torrent Pharmaceuticals Ltd | 2.93% |
| Avenue Supermarts Ltd | 2.88% |
| Varun Beverages Ltd | 2.83% |
| Tata Power Co Ltd | 2.81% |
| Britannia Industries Ltd | 2.74% |
| Cummins India Ltd | 2.71% |
| Bharat Petroleum Corp Ltd | 2.59% |
| Indian Hotels Co Ltd | 2.55% |
Investment Strategy
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.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.