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HSBC Nifty Next 50 Index Fund (G)

Index Fund
  • NAV

    30.23(1.69%)
  • Fund Size (CR)

    ₹184.32
  • Expense Ratio

    0.81
  • Scheme Type

    Passive Fund
  • Value Research

    -
  • Min. investment

    ₹5,000
  • Minimum Additional Investment

    ₹0
  • Minimum SIP Investment

    ₹500
  • Minimum Withdrawal

    ₹500
  • Exit Load

    0%
  • Return Since Launch

    18.08%

Basic Details

Scheme Manager

Praveen Ayathan

Bench Mark

Nifty Next 50 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week October 27, 202610337.053.37%-2.45%557/1301
1 MonthOctober 1, 202610094.490.94%-2.06%610/1281
3 MonthAugust 3, 20269335.54-6.64%--3.45%1017/1244
6 MonthApril 30, 202610021.130.21%-1.02%686/1202
1 YearNovember 3, 20259870.49-1.30%-1.30%-1.32%489/1122
3 YearNovember 3, 202315427.9054.28%15.53%9.52%69/602
5 YearNovember 3, 202116099.4260.99%9.99%8.53%74/199
Since InceptionApril 15, 202029730.80197.31%18.08%5.52%48/1317

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 YearDecember 1, 20251,20,000122502.172.09% 2.09%
3 YearDecember 1, 20233,60,000383632.266.56% 2.14%
5 YearDecember 1, 20216,00,000788904.1531.48% 5.63%
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Risk Ratios

5.87%

Standard Deviation

0.99%

Beta

0.56%

Sharpe Ratio

-0.00%

Treynor's Ratio

-1.00%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Divi's Lab.4.83%95898.91EquityPharmaceuticals
TVS Motor Co.3.95%177237.28EquityAutomobile
Hind.Aeronautics3.62%143126.68EquityAerospace & Defence
Tata Motors3.61%1577966.65EquityAutomobile
Adani Power3.47%3139446.40EquityPower Generation & Distribution
Samvardh. Mothe.2.95%3333185.44EquityAuto Ancillaries
Torrent Pharma.2.89%111045.33EquityPharmaceuticals
Cholaman.Inv.&Fn2.88%327245.30EquityFinance
Vedanta Aluminiu2.87%1280905.29EquityNon Ferrous Metals
Cummins India2.63%101924.85EquityCapital Goods-Non Electrical Equipment

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Edelweiss MSCI I D & W H 45 Index Fund-Dir(IDCW)
191.854.58%2.69%16.80%21.47%21.63%
Edelweiss MSCI I D & W H 45 Index Fund-Dir(G)
191.854.58%2.69%16.80%21.46%21.63%
ICICI Pru Nifty Pharma Index Fund-Dir (IDCW)
163.103.41%2.04%17.12%21.41%22.34%
ICICI Pru Nifty Pharma Index Fund-Dir (G)
163.103.41%2.04%17.12%21.41%22.34%
Motilal Oswal Nifty Capital Market Index Fund-Dir (G)
663.128.22%3.60%4.32%18.96%-

List of Schemes under HSBC Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
HSBC Dynamic Term FundDebtModerate2.81%3₹117.46
HSBC Money Market FundDebtModerately Low6.33%3₹7,627.76
HSBC Gilt FundDebtModerate2.11%3₹148.79
HSBC Balanced Advantage FundHybridModerately High-0.04%3₹1,474.15
HSBC Aggressive Hybrid FundHybridVery High1.47%2₹5,651.50
HSBC Value FundEquityVery High-3.67%4₹14,659.74
HSBC Infrastructure FundEquityVery High2.5%3₹2,379.27
HSBC Banking and PSU Debt FundDebtModerate3.91%3₹3,698.78
HSBC Midcap FundEquityVery High11.04%3₹16,799.59
HSBC Ultra Short to Short Term FundDebtModerately Low5.93%4₹806.40
HSBC Short Term FundDebtModerately Low4.29%2₹3,821.33
HSBC ELSS Tax Saver FundEquityVery High-1.15%3₹3,973.53
HSBC Corporate Bond FundDebtModerate4.08%1₹5,800.76
HSBC Credit Risk FundDebtModerately High5.82%3₹437.16
HSBC Equity Saving FundHybridModerate6.95%3₹1,557.92
HSBC Global Emerging Markets FundOtherVery High21.15%0₹513.39
HSBC Brazil FundOtherVery High8.63%0₹352.83
HSBC Liquid FundDebtModerately Low6.44%4₹22,960.76
HSBC Large Cap FundEquityVery High-2.68%3₹1,754.73
HSBC Flexi Cap FundEquityVery High0.69%4₹5,748.74
HSBC Medium to Long Term FundDebtModerate2.64%3₹47.99
HSBC Conservative Hybrid FundHybridModerately High1%3₹151.68
HSBC Asia Pacific (Ex Japan) DYFOtherVery High19.47%0₹86.47
HSBC Aggressive Hybrid Active FOFOtherVery High2.85%3₹46.99
HSBC Multi Asset Active FOFOtherVery High5.25%2₹114.79
HSBC Income Plus Arbitrage Active FOFOtherModerately Low4.81%0₹528.40
HSBC Small Cap FundEquityVery High4.29%3₹18,512.70
HSBC Arbitrage FundHybridLow6.75%3₹3,633.25
HSBC Business Cycles FundEquityVery High-2.63%0₹1,178.73
HSBC Medium Term FundDebtModerate4.53%4₹665.76
HSBC Large and Mid Cap FundEquityVery High5.31%3₹5,783.61
HSBC Overnight FundDebtLow5.26%4₹5,780.94
HSBC Ultra Short Term FundDebtModerately Low6.32%3₹2,705.33
HSBC Nifty 50 Index FundOtherVery High-6.75%3₹370.88
HSBC Nifty Next 50 Index FundOtherVery High-0.93%1₹184.32
HSBC Focused FundEquityVery High2.81%2₹1,750.52
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index FundOtherModerate4.71%0₹1,734.45
HSBC Multi Cap FundEquityVery High1.43%0₹6,380.17
HSBC CRISIL IBX Gilt June 2027 Index FundOtherModerate5.12%0₹172.20
HSBC Consumption FundEquityVery High-1.64%0₹1,697.52
HSBC Multi Asset Allocation FundHybridVery High5.6%0₹3,140.77
HSBC India Export Opportunities FundEquityVery High15.79%0₹1,302.87
HSBC Financial Services FundEquityVery High0.45%0₹902.72
HSBC GOLD ETF Fund of FundOtherHigh0%0₹382.18

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

March 24, 2020

Total AUM (Cr)

₹184.32

HSBC Nifty Next 50 Index Fund (G) is an Index Fund-oriented fund from the renowned AMC, HSBC Mutual Fund. Launched in March 24, 2020, this fund is managed by Praveen Ayathan. With assets under management (AUM) worth ₹184.32 (Cr), as of November 4, 2026, HSBC Nifty Next 50 Index Fund (G) is categorized as a Index Fund within its segment. The fund has generated a return of 18.08% since its launch.
The current NAV of HSBC Nifty Next 50 Index Fund (G) is ₹30.23, as on November 4, 2026. The fund's benchmark index is Nifty Next 50 TRI. You can invest in HSBC Nifty Next 50 Index Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 15.53% and 9.99% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.95% in Equity, 0.04% in Debt and 0.01% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.45% in Power, 9.40% in Finance, 8.90% in Pharmaceuticals & Biotech, 7.97% in Electrical Equipments, 6.33% in Banks

Mutual Fund Categories

Types of Mutual Funds

Debt Funds

Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors

Hybrid Funds

Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon

Equity Funds

Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors

FAQs

HSBC Nifty Next 50 Index Fund (G) is a popular fund in the Index Fund segment. The fund has generated a return of 18.08% since inception. Looking to invest in HSBC Nifty Next 50 Index Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in HSBC Nifty Next 50 Index Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, HSBC Nifty Next 50 Index Fund (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in HSBC Nifty Next 50 Index Fund (G) today and reap the benefits of this Index Fund fund!