64
Index — Large CapBuy
HSBC Nifty Next 50 Index
HSBC · Direct–Growth · rank #14 of 82 by Smart Score
Data updated
Trailing returns
1 Year
4.1%
+11.4% vs index
3 Years
16.3%
+10.2% vs index
5 Years
11.0%
+4.2% vs index
Since launch
19.3%
Year-by-year performance
2023
+26.7%+5.7% vs index
2024
+27.4%+17.6% vs index
2025
+2.4%-9.3% vs index
2026
+4.1%+14.0% vs index
Why this score
HSBC Nifty Next 50 Index scores 64/100 — #14 of 82 Index — Large Cap fund (Buy). It stands out for 5y return and 3y return — beating 78% of peers on 5y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
5Y return11.04% · 78th percentile in category
3Y return16.29% · 77th percentile in category
Volatility18.46 · 5th percentile in category
Sharpe ratio0.53 · 81st percentile in category
Sortino ratio0.71 · 81st percentile in category
Alpha9.04 · 78th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.01%
3.Tata Motors Ltd3.87%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.23%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.