65
Index — Large CapBuy
HSBC Nifty Next 50 Index
HSBC · Direct–Growth · rank #14 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.7%
+9.5% vs index
3 Years
15.4%
+9.1% vs index
5 Years
9.6%
+4.1% vs index
Since launch
18.1%
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
-0.7%+11.0% vs index
Why this score
HSBC Nifty Next 50 Index scores 65/100 — #14 of 82 Index — Large Cap fund (Buy). It stands out for 5y return and 3y return — beating 79% 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 return9.55% · 79th percentile in category
3Y return15.40% · 77th percentile in category
Volatility18.57 · 5th percentile in category
Sharpe ratio0.48 · 82nd percentile in category
Sortino ratio0.64 · 83rd percentile in category
Alpha7.88 · 81st percentile in category
Top holdings
1.Divi's Laboratories Ltd4.83%
2.TVS Motor Company Ltd3.95%
3.Hindustan Aeronautics Ltd3.62%
4.Tata Motors Ltd3.61%
5.Adani Power Ltd3.47%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.