Hsbc Nifty Next 50 Index Fund Regular Plan Idcw

31.64
NAV (Jul 16,2024)

The HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW offers investors an opportunity to invest in the top 50 companies after the Nifty 50 index. With an expense ratio of 0.8%, this fund aims to generate a return by tracking the performance of the Nifty Next 50 Index. The fund has a current PE (Price to Earnings) ratio of 56.86 and a PB (Price to Book) ratio of 9.97. The scheme has an AUM (Assets Under Management) of ₹81.85. Investors can start with a minimum investment of ₹5000 and there is no lock-in period. The fund was established on April 15, 2020.

Hsbc Nifty Next 50 Index Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Nifty Next 50 Index Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    56.86
  • P/B Ratio
    UM_URBAN_MONEY

    9.97
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.80%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

81.85 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 18, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,971.92 (19.72%)13,503.19 (35.03%)16,732.51 (67.33%)18,920.12 (89.20%)-- (--)
35,915.76 (19.72%)40,509.57 (35.03%)50,197.53 (67.33%)56,760.36 (89.20%)-- (--)
59,859.6 (19.72%)67,515.95 (35.03%)83,662.55 (67.33%)94,600.6 (89.20%)-- (--)
95,775.36 (19.72%)1,08,025.52 (35.03%)1,33,860.08 (67.33%)1,51,360.96 (89.20%)-- (--)
1,19,719.2 (19.72%)1,35,031.9 (35.03%)1,67,325.1 (67.33%)1,89,201.2 (89.20%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Trent Limited4.19%
  • Bharat Electronics Limited4.10%
  • Shriram Finance Limited3.55%
  • Tata Power Company Limited3.50%
  • Hindustan Aeronautics Limited3.27%
  • Cholamandalam Investment & Finance Company Limited3.16%
  • Indian Oil Corporation Limited2.97%
  • TVS Motor Company Limited2.93%
  • DLF Limited2.91%
  • Gail India Limited2.72%
  • Bank of Baroda2.68%
  • Godrej Consumer Products Limited2.66%
  • InterGlobe Aviation Limited2.64%
  • Pidilite Industries Limited2.58%
  • Info Edge India Limited2.48%
  • Ambuja Cements Limited2.38%
  • Shree Cement Limited2.38%
  • ICICI Lombard General Insurance Company Limited2.26%
  • SRF Limited2.24%
  • Siemens Limited2.23%
  • Vedanta Limited2.15%
  • Havells India Limited2.13%
  • Colgate Palmolive India Limited2.10%
  • Dabur India Limited2.03%
  • United Spirits Limited2.02%
  • Canara Bank1.83%
  • Punjab National Bank Limited1.77%
  • Marico Limited1.77%
  • PI Industries Litmited1.76%
  • Jindal Steel & Power Limited1.71%
  • Zomato Limited1.70%
  • Indian Railway Catering & Tourism Corporation Ltd1.68%
  • Avenue Supermarts Limited1.58%
  • ABB India Limited1.54%
  • Varun Beverages Limited1.54%
  • Adani Green Energy Limited1.51%
  • Samvardhana Motherson International Limited1.50%
  • SBI Cards & Payment Services Limited1.39%
  • Torrent Pharmaceuticals Limited1.31%
  • ICICI Prudential Life Insurance Company Limited1.29%
  • Bosch Limited1.18%
  • Zydus Lifesciences Limited1.08%
  • Berger Paints India Limited1.05%
  • Muthoot Finance Limited1.00%
  • Bajaj Holdings & Investments Limited0.86%
  • Adani Transmission Limited0.81%
  • Adani Total Gas Limited0.70%
  • Life Insurance Corporation of India Limited0.54%
  • Procter & Gamble Hygiene and Health Care Limited0.42%
  • Adani Wilmar Limited0.14%
  • Treps0.12%
  • Net Current Assets including cash & bank balances-0.05%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

24.82%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.31%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

12.12%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.52%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

11.28%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

11.17%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

10.22%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.12%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

10.10%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

1.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

26.14%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

25.76%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

24.91%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.72%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

24.41%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

23.72%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

20.90%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

15.23%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

14.67%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

14.46%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.42%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.31%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

15.11%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.97%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.76%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Fund Managers

PA

Mr. Praveen AyathanFund Manager

RN

Mr. Rajeesh NairFund Manager

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Compare with similar Funds

HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW

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HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW

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FAQ's

What is the risk level associated with the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW?

The HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW is a mutual fund with a Very High risk profile.

What is the current NAV (Net Asset Value) of the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW as of Jul 16,2024?

The current NAV of the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW as of Jul 16,2024 is INR 31.64.

What are the returns generated by the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW has delivered impressive returns, generating 44.97% in the past year, 18.54% over three years, and showing strong performance over five years.

What is the expense ratio associated with the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW?

The HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW has a 0.8% expense ratio.

What is the minimum investment amount required for the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW?

The minimum investment amount for the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW is INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Nifty Next 50 Index Fund - Regular Plan - IDCW?

HSBC offers SIP for the Nifty Next 50 Index Fund - Regular Plan - IDCW, with a minimum investment of INR 5000 per month.

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