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
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 (99.99%) Market Cap Large Cap 76.93 Mid Cap 23.02 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 Power Fin. Corp. 2.59 Divi's Laboratories 3.5 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 Bajaj Housing Finance 0.35 Adani Power 2.38 Siemens Energy India 1.11 Indian Railway Finance Corporation 0.8 Cholamandalam Investment and Finance Company 3.15 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 TVS Motor Company - Pref. Shares 0.04 Life Insurance 0.81 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 Siemens 1.3 Torrent Pharmaceuticals 1.95 Adani Green Energy 1.25 Indian Oil Corporation 3.01 Bank of Baroda 2.57 LTIMindtree 1.78 Pidilite Industries 1.99 Punjab National Bank 1.92 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 Abakkus Small Cap Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -11.58% Ret 1Y -5.61% Ret 3Y 20.24% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -11.58% Ret 1Y -5.61% Ret 3Y 20.24% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -11.58% Ret 1Y -5.61% Ret 3Y 20.24% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -10.93% Ret 1Y -0.12% Ret 3Y 15.36% Ret 5Y 12.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -10.93% Ret 1Y -0.12% Ret 3Y 15.36% Ret 5Y 12.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -10.93% Ret 1Y -0.12% Ret 3Y 15.36% Ret 5Y 12.23%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -11.56% Ret 1Y -5.98% Ret 3Y 20.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -11.56% Ret 1Y -5.98% Ret 3Y 20.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -11.56% Ret 1Y -5.98% Ret 3Y 20.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -10.46% Ret 1Y -3.72% Ret 3Y 14.7% Ret 5Y 16.42%
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.
Take Your Next Step
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.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for HSBC Nifty Next 50 Index Fund Regular-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
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:
- Praveen Ayathan
- Rajeesh Nair