Money Lancer
Index Fund
HSBC Mutual Fund
HSBC Mutual Fund · Index Fund

HSBC Nifty Next 50 Index Fund - Regular Growth

The scheme has adopted a passive investment strategy. The scheme invests in stocks comprising the Nifty 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.

EquityBenchmark · Nifty Next 50 TRITER · 0.71%Inception · 16-04-2020
NAV
30.76
+0.41% · as of 15-07-2026
Since inception
19.36%
CAGR
Benchmark (inception)
20.09%
CAGR
Fund size
₹167 Cr
AUM
Expense ratio
0.71%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +19.36% CAGR vs benchmark +20.09%.

Portfolio

Where the money is invested

Top holdings

Adani Power Limited4.01%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-3.38%
Hindustan Aeronautics Ltd3.25%
CUMMINS INDIA LIMITED EQ FV RS.23.17%
TML Commercial Vehicles Ltd.3.16%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.14%
Varun Beverages Ltd2.88%
THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-2.81%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-2.62%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-2.57%

Sector allocation

Financial Services19.98%
Capital Goods13.90%
Power12.28%
Automobile and Auto Components11.22%
Fast Moving Consumer Goods8.46%
Metals & Mining6.66%
Healthcare6.29%
Oil, Gas & Consumable Fuels6.27%
Consumer Services4.67%
Chemicals3.60%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 19.4% p.a.
₹10,000
10 years
Projected value
₹36,68,600
Invested: ₹12,00,000
Gained: ₹24,68,600
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
P
Praveen Ayathan, Rajeesh Nair
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151162
ISIN (Growth)
INF917K01D95
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Index Fund funds

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us