HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Fund House: HSBC Mutual Fund
Category: Index Fund
Launch Date: 16-04-2020
Asset Class:
Benchmark: NIFTY Next 50 TRI
TER: 0.79% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 124.87 Cr As on 31-03-2025(Source:AMFI)
Turn over: 37% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month.

27.4016

21.88%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Next 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.7
Sharpe Ratio 0.92
Alpha 3.38
Beta 1.15
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 16-04-2020 2.96 28.36 13.42 21.89 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 18.67 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 15.43 28.07 - - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 14.27 13.25 12.85 - -
Navi Nifty Bank Index Fund- Regular Plan- Growth 31-01-2022 14.24 13.15 12.87 - -
Motilal Oswal Nifty Bank Index - Regular Plan 05-09-2019 14.21 13.2 12.97 20.61 -
Nippon India Nifty Bank Index Fund - Regular Plan - Growth Option 22-02-2024 14.2 - - - -
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Regular Plan - Growth 12-10-2022 12.72 10.37 - - -
HDFC Nifty G-Sec Jun 2036 Index Fund - Growth Option 15-03-2023 12.54 10.34 - - -
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund-Regular Plan-Growth Option 14-12-2022 12.52 10.31 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.12%

Large Cap

90.03%

Mid Cap

9.85%

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