OtherEquity FundsDirect · Growth
HSBC NIFTY 50 INDEX FUND - Direct Growth
HSBC · Scheme 151157
₹28.61▼ 0.55%NAV · 2026-09-18
Average FundScore
AUM
₹396 cr
Expense ratio
0.22%
3Y CAGR
8.8%
Risk level
Moderately High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Praveen AyathanExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month.
Average · 51/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 16%.
- ✓Low cost — 0.22% expense ratio means more of the return stays with you.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Volatility: 13% annualised
📉 What could drag it down
- •Down 2.0% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe 0.20) — took on risk without enough payoff.
- •3Y CAGR: +8.8%
- •3Y CAGR vs category: -10.2% vs category avg
FundScore breakdown
51/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.