HSBC Nifty Next 50 Index Fund
Equity : Large CapGrowth
Fund Information
182.49 Cr.
Growth
0.76%
Equity - Large Cap Fund
Nifty Next 50 TRI
16 Apr 2020
HSBC Mutual Fund
Know MorePerformance
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. HSBC Nifty Next 50 Index Fund managed by following fund manager(s);
Return Comparison
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by HSBC Nifty Next 50 Index Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Large Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 3.06% | 7.10% | 10.32% | 10.95% | 23.02% | 26.12% | 34.24% | 14.70% |
| Category Average | 1.36% | 3.61% | 5.53% | 4.21% | 16.65% | 14.32% | 17.55% | 12.85% |
| HSBC Nifty Next 50 Index Fund | 1.02% | 4.56% | 8.42% | -1.86% | 22.99% | - | - | - |
| ICICI Prudential BHARAT 22 FOF | 2.74% | 7.10% | 9.15% | 0.48% | 22.70% | - | - | - |
| Nippon India Large Cap Fund | 0.79% | 3.55% | 7.51% | 6.17% | 19.18% | 18.45% | 23.65% | 14.70% |
| ICICI Prudential Large Cap Fund | 1.02% | 3.32% | 5.68% | 6.54% | 19.28% | 17.36% | 20.63% | 14.69% |
| DSP Nifty Next 50 Index Fund | 1.05% | 4.64% | 8.52% | -1.54% | 23.79% | - | - | - |
| DSP Large Cap Fund | 1.02% | 3.29% | 3.33% | 4.19% | 19.43% | 17.02% | 17.42% | 12.13% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of HSBC Nifty Next 50 Index Fund are shown below;
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| InterGlobe Aviation Ltd | 5.00% |
| DIVI'S LABORATORIES LTD. | 3.61% |
| Vedanta Limited | 3.11% |
| BRITANNIA INDUSTRIES LTD. | 2.94% |
| TATA POWER CO.LTD. | 2.88% |
| Others | 82.46% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial Services | 20.31% |
| Consumer Staples | 14.81% |
| Financial | 14.00% |
| Fast Moving Consumer Goods | 11.19% |
| Energy | 9.52% |
| Others | 30.17% |
Portfolio Holdings shown is as of 31 Jul 2025
Riskometer
Investors understand that their
principal
will be at Very High risk