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HSBC NIFTY NEXT 50 INDEX FUND - Direct Growth

HSBC · Scheme 151160

32.62 0.22%NAV · 2026-09-18
66
Decent FundScore
Start SIP
AUM
₹176 cr
Expense ratio
0.41%
3Y CAGR
19.6%
Risk level
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.
Decent · 66/100

A solid option with a few areas worth a closer look.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • Compounding well recently — 19.6% CAGR over 3 years.
  • Low cost — 0.41% expense ratio means more of the return stays with you.
  • 3Y CAGR: +19.6%
  • 1Y return vs category: +2.7% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Beat category: beat category in 46% of windows
  • Sharpe ratio: 0.59

FundScore breakdown

66/100 · Decent
How it works →
71
Returns
Strong
71
Consistency
Strong
33
Risk-adjusted
Weak
66
Downside protection
Decent
84
Cost efficiency
Excellent
50
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.