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HSBC Nifty Next 50 Index Fund
Fund Overview
| AUM (Fund size) | ₹143 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 5 yrs 8 m since Mar 24, 2020 |
| Benchmark | NIFTY Next 50 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.72% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| HSBC Nifty Next 50 Index Fund | -1.0% | 2.16% | -1.1% | 16.81% | 17.44% | N.A. |
| DSP Nifty 50 Equal Weight Index Fund | 0.56% | 6.17% | 10.26% | 16.6% | 19.98% | 10.24% |
| Sundaram Nifty 100 Equal Weight Fund | -0.15% | 4.25% | 6.39% | 16.83% | 18.48% | 12.44% |
| Nippon India Nifty Next 50 Junior BeES FoF | -0.96% | 2.38% | -0.52% | 17.41% | 18.12% | 9.53% |
| DSP Nifty Next 50 Index Fund | -0.98% | 2.23% | -0.76% | 17.22% | 17.86% | 10.25% |
| UTI Nifty Next 50 Index Fund | -0.99% | 2.14% | -0.73% | 17.07% | 17.68% | 9.32% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| HSBC Nifty Next 50 Index Fund | 17.80 | 1.32 | 0.65 | 0.90 |
| DSP Nifty 50 Equal Weight Index Fund | 12.97 | 1.02 | 0.80 | 1.13 |
| Sundaram Nifty 100 Equal Weight Fund | 14.32 | 1.13 | 0.75 | 1.18 |
| Nippon India Nifty Next 50 Junior BeES FoF | 17.55 | 1.30 | 0.69 | 0.94 |
| DSP Nifty Next 50 Index Fund | 17.81 | 1.32 | 0.67 | 0.93 |
| UTI Nifty Next 50 Index Fund | 17.80 | 1.32 | 0.66 | 0.92 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| HSBC Nifty Next 50 Index Fund | 143 Cr | 5 yrs 8 m | 0.72% |
| DSP Nifty 50 Equal Weight Index Fund | 2,391 Cr | 8 yrs 1 m | 0.96% |
| Sundaram Nifty 100 Equal Weight Fund | 131 Cr | 26 yrs 5 m | 1.08% |
| Nippon India Nifty Next 50 Junior BeES FoF | 631 Cr | 6 yrs 9 m | 0.29% |
| DSP Nifty Next 50 Index Fund | 1,180 Cr | 6 yrs 9 m | 0.64% |
| UTI Nifty Next 50 Index Fund | 5,941 Cr | 7 yrs 5 m | 0.79% |