- Mutual Funds
- HSBC Mutual Fund
- HSBC Nifty Next 50 Index Fund Direct Growth
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Scheme Information
Investment Objective
The scheme seeks to invest in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 50 index by minimizing the performance difference between the benchmark index and the scheme.
Expense Ratio | 0.35 % |
Launched 4Y ago | 2020-04-15 |
AUM in Crores | 112.7 |
ISIN | INF917K01D79 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Next 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 19.6 |
Beta | 1.3 |
Sharpe Ratio | 0.4 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Trent Ltd.
5.63%Bharat Electronics Ltd.
4.95%Hindustan Aeronautics Ltd.
4.03%Power Finance Corporation Ltd.
3.53%REC Ltd.
3.49%See all holdings
Allocation by Sector
Financial
20.22%Services
17.57%Capital Goods
12.81%Energy
11.56%Consumer Staples
8.41%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr |
Frequently Asked Questions
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