HSBC Nifty Next 50 Index Fund · Regular · Growth
NAV
₹30.8351
as of 17 Jun 2026
Expense Ratio
0.71%
AUM
₹141 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.98%
- 3Y
- +17.83%
- 5Y
- +13.30%
- Since Inception
- +20.02%
SIP returns (XIRR)
- 1Y
- +11.83%
- 3Y
- +11.26%
- 5Y
- +13.68%
- Since Inception
- +15.37%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹37,000
Invested
₹55,727
Value today
13.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹14,547
Value today
18.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹3,70,000
Withdrawn
₹23,52,102
Corpus left
+₹17,22,102 net gain — withdrew ₹3,70,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹14,84,876
Value today
-14.9%
vs lumpsum
Direct lumpsum would have beaten STP by 14.9% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 03 Jun 2024
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹96,171
Value today
1.0×
Multiple
Risk Metrics
Trailing 1 year, annualised-0.07
Sharpe Ratio
—
Alpha
—
Beta
-0.07
Sortino
18.82%
Std Dev
-17.57%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Finance12.00%
- Power11.00%
- Banks7.00%
- Electrical Equipment6.00%
- Pharmaceuticals & Biotechnology6.00%
- Petroleum Products5.00%
- Automobiles4.00%
- Beverages4.00%
- Auto Components3.00%
- Food Products3.00%
- Aerospace & Defense3.00%
- Chemicals & Petrochemicals3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
HSBC Nifty Next 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
HSBC Nifty Next 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by HSBC Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹141 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Underlying Index. The current expense ratio is 0.71%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations