- Mutual Funds
- HSBC Mutual Funds
- HSBC Nifty Next 50 Index Fund (RIDCW-A)
Formerly L&T Nifty Next 50 Index Reg IDCW-R
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 26.8758
NAV (Apr 22)
Fund Returns
Last 1Y | 62.6% |
Last 3Y | 22% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 27.3% |
6 Month CAGR | 40.5% |
Scheme Information
The scheme will adopt a passive investment strategy. The scheme will 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. 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 | 0.8 |
Launched (4y ago) | Apr 17, 2020 |
AUM in Crores | 100.287 |
ISIN | INF917K01E03 |
Lock-in | No Lock-in |
Benchmark | Nifty Next 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.8 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 1 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.9 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Nifty Next 50 Index Fund (RIDCW-A) | 12,85,142 | 5,52,530 | 22% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
trent ltd
4.8%bharat electronics ltd
4%tata power co ltd
3.7%hindustan aeronautics ltd ordinary shares
3.4%indian oil corp ltd
3.4%Allocation by Sector
financial services
23.7%industrials
18.3%basic materials
13.1%consumer cyclical
12.2%consumer defensive
11.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.2% | 22.1% | ||
5.3% | 5.9% | ||
27.4% | 16.9% | ||
21% | 15.6% | ||
4.5% | 5.1% |
HSBC Nifty Next 50 Index Fund (RIDCW-A) Review
HSBC Nifty Next 50 Index Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 27.3% over a period of 4 years. The fund was previously known as L&T Nifty Next 50 Index Reg IDCW-R. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Praveen Ayathan, Rajeesh Nair.
Nav of HSBC Nifty Next 50 Index Fund (RIDCW-A) as of 4/22/2024 is ₹26.88 with the total AUM as of 4/23/2024 is ₹100.287. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Nifty Next 50 Index Fund (RIDCW-A) was launched on Apr 17, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Nifty Next 50 Index Fund (RIDCW-A) 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 Next 50 Index Fund (RIDCW-A) 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 Next 50 TR INR.
HSBC Nifty Next 50 Index Fund (RIDCW-A) is rated as a 0 fund in Equity and delivered 62.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Nifty Next 50 Index Fund (RIDCW-A).
Frequently Asked Questions
What is HSBC Nifty Next 50 Index Fund (RIDCW-A)?
How to invest in HSBC Nifty Next 50 Index Fund (RIDCW-A)?
You can invest in HSBC Nifty Next 50 Index Fund (RIDCW-A) 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 Next 50 Index Fund (RIDCW-A)?
The minimum sip amount for HSBC Nifty Next 50 Index Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Nifty Next 50 Index Fund (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Nifty Next 50 Index Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investHSBC Nifty Next 50 Index Fund (RIDCW-A) 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 Next 50 Index Fund (RIDCW-A)?
The expense ratio of the HSBC Nifty Next 50 Index Fund (RIDCW-A) is 0.8% for regular plan.