FundLens
50
Index — Large CapHold

HSBC Nifty 50 Index

HSBC · Direct–Growth · rank #37 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-10.1%
+0.0% vs index
3 Years
6.3%
-0.0% vs index
5 Years
5.4%
-0.0% vs index
Since launch
15.9%

Year-by-year performance

last entry = YTD
2023
+21.1%
2024
+9.8%
2025
+11.6%
2026
-11.7%

Why this score

HSBC Nifty 50 Index scores 50/100 — #37 of 82 Index — Large Cap fund (Hold). It stands out for expense ratio and volatility — beating 82% of peers on expense ratio. The main drag is its 3y return (better than only 36% of peers).

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

Expense ratio0.22% · 82nd percentile in category
3Y return6.25% · 36th percentile in category
Volatility13.40 · 72nd percentile in category
5Y return5.43% · 44th percentile in category
Alpha-1.15 · 37th percentile in category
Fund size370.88 Cr · 58th percentile in category

Top holdings

top 5 = 36.3% of portfolio
1.HDFC Bank Ltd10.38%
2.ICICI Bank Ltd9.05%
3.Reliance Industries Ltd7.58%
4.Bharti Airtel Ltd5.1%
5.Larsen & Toubro Ltd4.2%

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

Other Index — Large Cap funds