HSBC Nifty Next 50 Index Fund - Growth - Regular Plan

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  • (-0.7%)Nav, as on 18-07-2025

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  • Net Change on 18-07-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 2.62 6.94 -7.39 20.29 20.69 22.69
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY NEXT 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth Apr 15, 2020 -7.39 20.29 20.69 0.72 138.25
ICICI Prudential Nifty Next 50 Index Fund - Growth Jun 25, 2010 -7.28 20.58 20.91 0.68 7,799.26
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Jun 28, 2018 -7.03 20.60 20.95 0.79 5,551.43
DSP Nifty Next 50 Index Fund - Regular Plan - Growth Feb 21, 2019 -7.08 20.74 21.13 0.61 1,057.35
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Dec 23, 2019 -7.25 20.39 20.42 1.04 359.99
LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth Sep 20, 2010 -7.16 20.39 20.60 0.90 100.06

Fund Holdings as on 30-June-2025

  • InterGlobe Aviation Limited

  • Hindustan Aeronautics Limited

  • Divi''s Laboratories Limited

  • Vedanta Limited

  • Britannia Industries Limited

  • Cholamandalam Investment & Finance Company Limited

  • TVS Motor Company Limited

  • Tata Power Company Limited

  • The Indian Hotels Company Limited

  • Bharat Petroleum Corporation Limited

  • Avenue Supermarts Limited

  • Bajaj Holdings & Investments Limited

  • Power Finance Corporation Limited

  • Varun Beverages Limited

  • Info Edge (India) Limited

  • Indian Oil Corporation Limited

  • DLF Limited

  • GAIL India Limited

  • Rec Limited

  • LTIMindtree Limited

  • ICICI Lombard General Insurance Company Limited

  • Godrej Consumer Products Limited

  • Pidilite Industries Limited

  • Adani Power Limited

  • Bank of Baroda

  • Samvardhana Motherson International Limited

  • CG Power and Industrial Solutions Limited

  • United Spirits Limited

  • Shree Cement Limited

  • Havells India Limited

  • Macrotech Developers Limited

  • Canara Bank

  • Punjab National Bank Limited

  • Ambuja Cements Limited

  • Torrent Pharmaceuticals Limited

  • Jindal Steel & Power Limited

  • Adani Energy Solutions Limited

  • ABB India Limited

  • Hyundai Motor India Limited

  • Adani Green Energy Limited

  • Siemens Limited

  • Dabur India Limited

  • Bosch Limited

  • JSW Energy Limited

  • ICICI Prudential Life Insurance Company Limited

  • Indian Railway Finance Corporation Limited

  • Zydus Lifesciences Limited

  • Life Insurance Corporation of India Limited

  • Swiggy Limited

  • Bajaj Housing Finance Limited

  • Treps

  • Net Current Assets (including cash & bank balances)

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  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Finance Term Lending

  • Finance - NBFC

  • Consumer Food

  • Bank - Public

  • Refineries

  • Airlines

  • Insurance

  • Defence

  • Construction - Real Estate

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Household & Personal Products

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Retailing

  • BPO/ITeS

  • Industrial Gases & Fuels

  • IT - Software

  • Chemicals

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • e-Commerce

  • Finance - Housing

  • Miscellaneous

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  • Cash

  • Equity

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About HSBC Nifty Next 50 Index Fund

Scheme Analysis

HSBC Nifty Next 50 Index Fund is a Index Funds - Nifty Next 50 fund and belongs to HSBC Mutual Fund. It was launched on 15-Apr-2020 and currently has an AUM of ₹138.25 crore. HSBC Nifty Next 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY NEXT 50 - TRI as secondary index.

The NAV of HSBC Nifty Next 50 Index Fund ended down ₹-0.2(-0.7%)yesterday to ₹29.0994.

Among its top 3 holdings the fund has exposure to InterGlobe Aviation Limited, and

The HSBC Nifty Next 50 Index Fund is managed by Praveen Ayathan and Rajeesh Nair.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033