FundLens
49
Index — Large CapHold

HSBC Nifty 50 Index

HSBC · Direct–Growth · rank #39 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-7.4%
-0.0% vs index
3 Years
6.0%
-0.0% vs index
5 Years
6.8%
-0.0% vs index
Since launch
16.5%

Year-by-year performance

last entry = YTD
2023
+21.1%
2024
+9.8%
2025
+11.6%
2026
-10.0%

Why this score

HSBC Nifty 50 Index scores 49/100 — #39 of 82 Index — Large Cap fund (Hold). It stands out for expense ratio and volatility — beating 86% of peers on expense ratio. The main drag is its 3y return (better than only 33% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return6.04% · 33rd percentile in category
Expense ratio0.22% · 86th percentile in category
Volatility13.21 · 72nd percentile in category
5Y return6.83% · 43rd percentile in category
Alpha-1.11 · 37th percentile in category
Sortino ratio-0.05 · 40th percentile in category

Top holdings

top 5 = 36.4% of portfolio
1.HDFC Bank Ltd9.85%
2.ICICI Bank Ltd9.45%
3.Reliance Industries Ltd7.83%
4.Bharti Airtel Ltd5%
5.Larsen & Toubro Ltd4.3%

50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Large Cap funds