HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment

HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment: Mutual Fund Overview

HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment is an Large Cap mutual fund with over 5.94 years of performance history. The scheme manages an AUM of ₹145.81 Cr and has a NAV of ₹26.2407. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -2.3%.

Equity, Large Cap, Principal at very high risk

1 Year Return -2.3% at 24 Mar 2026 03:13 PM

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Fund Details

NAV 26.2407

Sub-Type Large Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 5.94

Fund Size(in Crores) 145.81

Fund Performance

1 Month -11.87%

3 Month -11.07%

6 Month -11.87%

1 Year -2.3%

3 Year 17.24%

5 Year 11.75%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.68%) Market Cap Small Cap 7.53 Mid Cap 26.34 Large Cap 64.81 Top Sectors Financial 37.44 Energy 35.76 Capital Goods 12.21 Metals & Mining 5.22 Materials 2.89 Insurance 2.65 Services 0.92 Others 0.9 Unclassified 0.69 Top Holding Power Fin. Corp. 0.98 Bank of Maharashtra 4.08 Bharat Electronics 5.22 Coal India 2.89 SBI Life Insurance Company 1.19 NTPC 8.28 Indian Oil Corporation 2.36 Hindustan Petroleum Corporation 1.09 Steel Authority Of India 1.09 Power Grid Corporation Of India 6.05 Bharat Heavy Electricals 4.26 Punjab National Bank 0.69 Mahanagar Gas 1.42 PNB Housing Finance 2.65 Indraprastha Gas 0.88 Life Insurance 1.46 Hindustan Aero 2.15 ONGC 4.88 Canara Robeco Asset Management Company 0.69 Others 0.9 GAIL (India) 4.7 Bank of Baroda 4.31 Indian Railway Catering & Tourism 0.44 Container Corporation Of India 0.48 REC 0.42 Gujarat Gas 0.41 BEML 0.58 Oil India 1.54 NMDC 3.11 Bank of India 4.11 National Aluminium Company 1.03 Bharat Petroleum Corporation 4.17 State Bank of India 20.19

Debt & Others (1.32%) Sector Allocation Net Receivables 0.18 Cash 0 Reverse Repo 1.14 Debt Credit Ratings Debt Category Others 1.32

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.36% Ret 1Y 6.56% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.36% Ret 1Y 6.56% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.28%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.28%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.28%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.29%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.32% Ret 1Y 6.9% Ret 3Y 7.32% Ret 5Y 6.29%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.35% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.35% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.35% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.71%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Praveen Ayathan

Education Mr. Praveen is a B.Sc (Mathematics).

Experience Prior to joining HSBC Mutual Fund, he has worked with L&T MF, Kotak Mahindra AMC and Dalal & Broacha Stock Broking Pvt. Ltd.

Rajeesh Nair

Education Mr. Nair has done B.Com and CA

Experience Prior to joining HSBC Mutual Fund, he has worked with L&T Investment Management Ltd and IDFC Mutual FundIDFC Mutual Fund

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 38

Date of Incorporation 2020-04-15

Total AUM 137331.96

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment FAQs

How to invest in HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

Investing in HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

The term expense ratio for HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment is 0.71% as of 24 Mar 2026.

What is the NAV of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

The NAV of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment is ₹26.2407 as of 24 Mar 2026.

What is the AUM of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

The AUM (Assets Under Management) of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment is ₹145.81 Cr as of 24 Mar 2026.

What is the PE and PB ratio of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

The PE ratio of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

Yes, you can invest in HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment in the last 5 years?

The return of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment in the last 5 years is 11.75%.

What is the minimum SIP investment required in HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

The minimum SIP investment in HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹500.0.

What is the current NAV of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

The NAV of HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment, as of 24 Mar 2026, is ₹26.2407.

Who manages the HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment?

The fund managers responsible for HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment are: