62
Index — Large CapBuy
HSBC Nifty Next 50 Index
HSBC · Direct–Growth · rank #17 of 82 by Smart Score
Data updated
Trailing returns
1 Year
8.8%
+11.3% vs index
3 Years
17.5%
+9.5% vs index
5 Years
11.6%
+3.9% vs index
Since launch
19.6%
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
+5.3%+13.1% vs index
Why this score
HSBC Nifty Next 50 Index scores 62/100 — #17 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 76% of peers on 3y 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.
3Y return17.46% · 76th percentile in category
Volatility18.42 · 5th percentile in category
Sharpe ratio0.60 · 82nd percentile in category
5Y return11.61% · 69th percentile in category
Sortino ratio0.80 · 81st percentile in category
Alpha7.94 · 77th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.03%
2.TVS Motor Company Ltd3.99%
3.Tata Motors Ltd3.59%
4.Hindustan Aeronautics Ltd3.47%
5.Adani Power Ltd3.45%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.