logo
logo
HSBC Nifty Next 50 Index  IDCW-P

HSBC Nifty Next 50 Index IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation22.5%
Sharpe Ratio-0.02

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Utilities10.72%
Financial Services20.9%
Capital Goods24.85%
Energy & Infra8.88%
Consumers24.19%
Technology2.02%
Services8.45%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Divi's Laboratories LtdServices4.83%
TVS Motor Co LtdConsumers3.95%
Hindustan Aeronautics Ltd Ordinary SharesCapital Goods3.62%
Tata Motors LtdConsumers3.61%
Adani Power LtdUtilities3.47%
Samvardhana Motherson International LtdConsumers2.95%
Torrent Pharmaceuticals LtdServices2.89%
Cholamandalam Investment and Finance Co LtdFinancial Services2.88%
Vedanta Aluminium Metal LtdCapital Goods2.87%
Cummins India LtdCapital Goods2.63%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)0.76%

iconRegulatory & Tax Information

INF917K01D87
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
Let's Chat