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  • HSBC Nifty 50 Index Fund (Growth)

Formerly L&T Nifty 50 Index Reg Gr

HSBC Mutual Funds

HSBC Nifty 50 Index Fund (Growth)

EquityLarge Cap

28.0523

NAV (Jul 19)

26.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

28.0523

NAV (Jul 19)

Fund Returns

Last 1Y
24.6%
Last 3Y
16.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
27.4%
6 Month CAGR
14%

Scheme Information

Investment Objective

The scheme will adopt a passive investment strategy. The scheme will 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. The Total Returns Index is an index that reflects the returns on the index from index gain/ loss plus dividend payments by the constituent stocks. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
0.45
Launched (4y ago)
Apr 17, 2020
AUM in Crores
249.711
ISIN
INF917K01D38
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.9
Standard Deviation (5yr)
0
Beta (3yr)
1
Beta (5yr)
0
Sharpe Ratio (3yr)
0.785
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

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 (Growth)70%11,01,654 3,69,04216.3%
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 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 122,298 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

31.5%

23.7%

5.5%

5.9%

28.5%

17.9%

24.1%

16.5%

4.9%

5.2%

HSBC Nifty 50 Index Fund (G) Review

HSBC Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 26.4% over a period of 4 years. The fund was previously known as L&T Nifty 50 Index Reg Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is null.

Nav of HSBC Nifty 50 Index Fund (G) as of 7/19/2024 is ₹28.05 with the total AUM as of 7/22/2024 is ₹249.711. 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 Apr 17, 2020. The category risk of the fund is Very High Risk.

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 TR INR.

HSBC Nifty 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 26.6% 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)?

HSBC Nifty 50 Index Fund (G) is a Large Cap 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, HSBC Nifty 50 Index Fund (G) is a Not Reviewed Yet fund. You can investHSBC Nifty 50 Index Fund (G) fund 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.