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 5.91 years of performance history. The scheme manages an AUM of ₹145.81 Cr and has a NAV of ₹28.3932. 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 12.08%.

Equity, Large Cap, Principal at very high risk

1 Year Return 12.08% at 12 Mar 2026 08:36 PM

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Fund Details

NAV 28.3932

Sub-Type Large Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 5.91

Fund Size(in Crores) 145.81

Fund Performance

1 Month -5.26%

3 Month -2.17%

6 Month -2.31%

1 Year 12.08%

3 Year 20.06%

5 Year 13.31%

Know This Fund

As on 12 Mar 2026

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

Equity (99.99%) Market Cap Large Cap 78.24 Mid Cap 21.71 Small Cap 0.04 Top Sectors Financial 17.55 Energy 15.92 Capital Goods 12.63 Consumer Staples 9.56 Automobile 9.19 Metals & Mining 8.37 Services 6.68 Healthcare 6.44 Chemicals 3.4 Construction 2.87 Materials 2.81 Insurance 2.79 Technology 1.78 Top Holding TVS Motor Company 3.91 Divi's Laboratories 3.5 Power Fin. Corp. 2.59 Hyundai Motor 1.33 ICICI Lombard Gen. Insurance 1.98 ABB India 1.37 Hindustan Zinc 1.13 Adani Energy Solutions 1.51 Zydus Lifesciences 0.99 Bajaj Holdings & Invest. 2.01 Shree Cement 1.5 Adani Power 2.38 Bajaj Housing Finance 0.35 Siemens Energy India 1.11 Cholamandalam Investment and Finance Company 3.15 Indian Railway Finance Corporation 0.8 Mazagon Dock Shipbuilders 0.73 Bharat Petroleum Corporation 3.21 Samvardhana Motherson 2.55 REC 1.88 DLF 1.67 Godrej Consumer 2.11 Info Edge (India) 1.72 Tata Power Company 2.73 Lodha Developers 1.2 United Spirits 1.75 Havells India 1.52 Life Insurance 0.81 TVS Motor Company - Pref. Shares 0.04 Varun Beverages 2.66 JSW Energy 1.13 Britannia Industries 3.04 Jindal Steel 2 Avenue Supermarts 2.44 Bosch 1.36 The Indian Hotels Company 2.52 GAIL (India) 1.97 CG Power 2.14 Solar Industries India 1.41 Torrent Pharmaceuticals 1.95 Siemens 1.3 Adani Green Energy 1.25 Indian Oil Corporation 3.01 Bank of Baroda 2.57 Pidilite Industries 1.99 Punjab National Bank 1.92 LTIMindtree 1.78 Vedanta 5.24 Hindustan Aero 3.19 Canara Bank 2.28 Ambuja Cements 1.31

Debt & Others (0.01%) Sector Allocation Repo 0.12 Net Payables -0.11 Debt Credit Ratings Debt Category Others 0.01

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life PSU Equity Fund Regular-Growth Ret 1M -4.04% Ret 1Y 24.44% Ret 3Y 28.12% Ret 5Y 24.95%

Equity, Flexi Cap funds Aditya Birla Sun Life PSU Equity Fund Regular-IDCW Ret 1M -4.04% Ret 1Y 24.44% Ret 3Y 28.12% Ret 5Y 24.95%

Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-Growth Ret 1M -9.34% Ret 1Y -6.09% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-IDCW Payout Ret 1M -9.34% Ret 1Y -6.09% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-IDCW Reinvestment Ret 1M -9.34% Ret 1Y -6.09% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund - Growth Ret 1M -3.58% Ret 1Y 19.41% Ret 3Y 27.13% Ret 5Y 0%

Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund - IDCW Ret 1M -3.58% Ret 1Y 19.41% Ret 3Y 27.13% Ret 5Y 0%

Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund - IDCW Payout Ret 1M -3.58% Ret 1Y 19.41% Ret 3Y 27.13% 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) 22

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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