HSBC NIFTY Next 50 Index Fund - Direct Growth
Expense Ratio: 0.34
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Next 50 TRI
Inception: 24-03-2020
Exit Load: Nil
Fund Size:₹142.24 Cr
Performance
1Y
Fund4.76%
Cat. Avg.2.26%
2Y
Fund-1.17%
Cat. Avg.3.16%
3Y
Fund17.73%
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund15.41%
Cat. Avg.7.39%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Vedanta Limited | 6.72 | 5.21% |
| 2 | Tata Motors Commercial Vehicles Limited | 4.98 | 3.87% |
| 3 | TVS Motor Company Limited | 4.77 | 3.70% |
| 4 | Divi''s Laboratories Limited | 4.56 | 3.54% |
| 5 | Hindustan Aeronautics Limited | 4.00 | 3.10% |
| 6 | Britannia Industries Limited | 3.86 | 2.99% |
| 7 | The Tata Power Company Limited | 3.83 | 2.97% |
| 8 | Adani Power Limited | 3.76 | 2.92% |
| 9 | Cummins India Limited | 3.67 | 2.85% |
| 10 | Avenue Supermarts Limited | 3.52 | 2.73% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63105 | +5.2% | +11.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.27 L. | +6.0% | +6.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.07 L. | +14.9% | +9.6% |
| SI | 07 Dec, 22 | 2.20 L. | 2.77 L. | +26.0% | +13.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.05 L. | +4.8% | +4.8% |
| 2Y | 16 Jul, 24 | 1 L. | 97668 | -2.3% | -1.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.63 L. | +62.7% | +17.6% |
| SI | 28 Nov, 22 | 1 L. | 1.68 L. | +68.3% | +15.4% |
SIP Planner
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.