HSBC Nifty Next 50 Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Nifty Next 50 Index Growth Direct Plan

NAV
₹25.6740
-0.92%
(27 Feb)
AUM
124 Cr
TER
0.35%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+1.8%
+1.5%
+1.5%
+1.5%
+0.3%
3Y
+20.9%
+20.7%
+20.9%
+20.6%
+14.6%
5Y
+23.5%
NA
NA
NA
NA
ALL
+24.5%
+20.6%
+20.5%
+16.9%
+21.2%
VOL
19.0%
16.8%
16.8%
16.8%
17.7%
TER
0.3%
0.3%
0.4%
0.3%
0.3%
AUM
₹1,982 Cr
₹1,625 Cr
₹308 Cr
₹614 Cr
₹124 Cr
INFO
1.29
1.23
1.23
1.00
1.20
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Nifty Next 50 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Zomato Ltd
6.7%
InterGlobe Aviation Ltd
3.7%
Jio Financial Services Ltd
3.5%
Vedanta Ltd
3.3%
Hindustan Aeronautics Ltd Ordinary Shares
3.3%
Varun Beverages Ltd
3.2%
Divi's Laboratories Ltd
3.1%
Tata Power Co Ltd
2.7%
Power Finance Corp Ltd
2.7%
Info Edge (India) Ltd
2.7%
Top industry exposure
Financial Services
24.0%
Industrials
14.8%
Utilities
12.3%
Consumer Cyclical
12.2%
Consumer Defensive
10.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
59%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
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 manager(s)
Praveen Ayathan
Rajeesh Nair

FAQs