HSBC Nifty Next 50 Index Fund(G)-Direct Plan
+10.48%
5Y annualised
+10.48%
5Y annualised
-2.50% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹30.86
Min. SIP amount
₹500
Fund size (AUM)
182 Cr
Expense ratio
0.34%
Launched on
15 Apr 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹30.86
Min. SIP amount
₹500
Fund size (AUM)
182 Cr
Expense ratio
0.34%
Launched on
15 Apr 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
92.48%
Mid Cap
7.43%
Others
0.10%
Sector Allocation
Finance
12.69%
Automobile & Ancillaries
12.64%
Capital Goods
9.04%
Power
8.95%
Healthcare
8.80%
Bank
6.40%
Fmcg
6.02%
Domestic Equities
5.73%
Others
29.62%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units on or before 1M, Nil after 1M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Praveen Ayathan
Present
Rajeesh Nair
Present
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FAQs
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