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FAQ : HSBC Nifty 50 Index Fund - Growth - Direct Plan

HSBC Nifty 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 9.55 9.45 N/A
Average Rolling Returns(%) 18.89 15.93 17.08 N/A

The Current NAV of HSBC Nifty 50 Index Fund - Growth - Direct Plan is ₹28.29.

You can consider SIP in HSBC Nifty 50 Index Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

HSBC Nifty 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.18%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HSBC Nifty 50 Index Fund - Growth - Direct Plan is currently ₹353 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 54% of fund’s portfolio respectively.

Top three sectors of HSBC Nifty 50 Index Fund - Growth - Direct Plan fund are BFSI, Oil & Gas and IT accounting for 54% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Nifty it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of HSBC Nifty 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Nifty.

Praveen Ayathan and Rajeesh Nair manage the HSBC Nifty 50 Index Fund - Growth - Direct Plan Fund.

HSBC Nifty 50 Index Fund - Growth - Direct Plan current PE ratio is 25.92 and PB ratio is 4.85

The asset allocation of HSBC Nifty 50 Index Fund - Growth - Direct Plan is Stocks : 99.81%, Debt : 0.18% and Gold : 0%

The minimum SIP amount for HSBC Nifty 50 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for HSBC Nifty 50 Index Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 1 months, Nil after 1 months

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