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HSBC Nifty Next 50 Index Fund (IDCW)

Index Fund • OPEN
NAV as of May 18, 2026
₹29.22
1 day change
Returns since inception
19.53%
CAGR
AUM (Fund size)
₹148 Cr
NAV: ₹ 29.22
as on May 18, 2026
HSBC Nifty Next 50 Index Fund (IDCW)

HSBC Nifty Next 50 Index Fund (IDCW) Overview

AUM (Fund size) ₹ 148 Cr
Expense ratio 0.71 %
Exit load If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 month from the date of allotment: Nil. If units redeemed or switched out are over and above the limit within 1 month from the date of allotment: 1% If units are redeemed or switched out on or after 1 month from the date of allotment: Nil.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Next 50 TRI
Min. investment SIP: ₹500    Lumpsum: ₹5,000
Age 6 yrs 1 m since Mar 24, 2020
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Finance
11.90%
Power
8.68%
Banks
7.21%
Pharmaceuticals & Biotech
6.63%
Electrical Equipments
5.85%

Top Holdings

Vedanta 5.21%
Tata Motors 3.87%
TVS Motor Co. 3.70%
Divi's Lab. 3.54%
Hind.Aeronautics 3.10%
Britannia Inds. 2.99%
Tata Power Co. 2.97%
Adani Power 2.92%
Cummins India 2.85%
Avenue Super. 2.73%

Peer Comparison

Fund Name 1Y 3Y 5Y
HSBC Nifty Next 50 Index Fund (IDCW) 4.50% 19.06% 13.16%

Scheme Information

HSBC Nifty Next 50 Index Fund (IDCW) was launched on 24/03/2020. The fund manages ₹148 Cr in assets. Its current expense ratio is 0.71%.

Fund Manager: Praveen Ayathan

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FAQs on HSBC Nifty Next 50 Index Fund (IDCW)

The current expense ratio of HSBC Nifty Next 50 Index Fund (IDCW) is 0.71%.

The AUM of HSBC Nifty Next 50 Index Fund (IDCW) is ₹148 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, HSBC Nifty Next 50 Index Fund (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹29.22.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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