HSBC Nifty Next 50 Index Fund Direct Reinvestment of Income Dis cum Cap Wrdl is an equity fund. This fund was started on 17 April, 2020. The fund is managed by Praveen Ayathan. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.35% |
Benchmark | IISL Nifty Next 50 TR INR |
AUM | ₹100 Cr |
Inception Date | 17 April, 2020 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 53.52% |
Size breakup
HSBC Nifty Next 50 Index Fund Direct Reinvestment of Income Dis cum Cap Wrdl | Absolute Returns | CAGR Returns |
1 Month Returns | 5.85% | 5.85% |
6 Month Returns | 40.79% | 40.79% |
1 Year Returns | 63.34% | 63.34% |
3 Years Returns | 84.26% | 22.6% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HSBC Nifty Next 50 Index Fund Direct Reinvestment of Income Dis cum Cap Wrdl | -0.59 | -0.55 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HSBC Nifty Next 50 Index Fund Direct Reinvestment of Income Dis cum Cap Wrdl | 1 | 1 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HSBC Nifty Next 50 Index Fund Direct Reinvestment of Income Dis cum Cap Wrdl | 3.08 | 0.93 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HSBC Nifty Next 50 Index Fund Direct Reinvestment of Income Dis cum Cap Wrdl | 13.76 | 16.84 | - |