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  • HSBC Nifty 50 Index Fund (G)
HSBC Mutual Funds

HSBC Nifty 50 Index Fund (G)

EquityLarge Cap

28.3887

NAV (Oct 07)

26.23%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

28.3887

NAV (Oct 7)

Fund Returns

Last 1Y
26.8%
Last 3Y
12.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
26.2%
6 Month CAGR
10.7%

Scheme Information

Investment Objective

The scheme seeks to invest in stocks comprising the Nifty 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 index by minimizing the performance difference between the benchmark index and the scheme.

Expense Ratio
0.45
Launched (0y ago)
0.45
AUM in Crores
293.6
ISIN
INF917K01D38
Lock-in
-
Benchmark
NIFTY 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.9
Beta
1
Sharpe Ratio
0.9
YTM
-
Fund Managers

Praveen Ayathan

Fund Manager

Rajeesh Nair

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Nifty 50 Index Fund (G)70%9,95,160 2,62,54812.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-05

Top Stock Holdings

HDFC Bank Ltd.

11%
11.02%

Reliance Industries Ltd.

9.2%
9.22%

ICICI Bank Ltd.

7.7%
7.74%

Infosys Ltd.

6.1%
6.11%

ITC Ltd.

4.1%
4.14%
See all holdings

Allocation by Sector

Financial

31.33%
31.33%

Energy

14.25%
14.25%

Technology

13.73%
13.73%

Consumer Staples

8.441%
8.441%

Automobile

8.21%
8.21%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

HSBC Mutual Fund

HSBC Mutual Fund is one of the leading Asset Management Companies. It is a part of the HSBC Securities and Capital Markets (India) Pvt. Ltd. It offers international quality investment options accross the globe.amc-img
Fund NameScripbox Opinion
Till Date CAGR

22.649%

17.495%

23.906%

22.16%

5.785%

5.933%

5.587%

6.962%

4.252%

6.55%

HSBC Nifty 50 Index Fund (G) Review

HSBC Nifty 50 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 26.23% over a period of 4 years. The fund is managed by HSBC Mutual Fund. The fund managers are Praveen Ayathan, Rajeesh Nair.

Nav of HSBC Nifty 50 Index Fund (G) as of 10/7/2024 is ₹28.39 with the total AUM as of 10/8/2024 is ₹293.575935. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Nifty 50 Index Fund (G) was launched on 2020-04-16. The category risk of the fund is Average.

The minimum SIP amount for HSBC Nifty 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HSBC Nifty 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Total Return Index.

It is rated as a null fund in Equity and delivered 26.817% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Nifty 50 Index Fund (G).

Frequently Asked Questions

What is HSBC Nifty 50 Index Fund (G)?

It is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HSBC Nifty 50 Index Fund (G)?

You can invest in HSBC Nifty 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HSBC Nifty 50 Index Fund (G)?

The minimum sip amount for HSBC Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HSBC Nifty 50 Index Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HSBC Nifty 50 Index Fund (G)?

The expense ratio of the HSBC Nifty 50 Index Fund (G) is 0.45% for regular plan.

What is the NAV of HSBC Nifty 50 Index Fund (G)?

Today's HSBC Nifty 50 Index Fund (G) NAV is ₹28.39.