Question 1

Which funds are similar to HSBC Nifty Next 50 Index Fund Direct-Growth?

Accepted Answer

Funds similar to HSBC Nifty Next 50 Index Fund Direct-Growth in the Equity: Large Cap category include ICICI Prudential Large Cap Fund Direct-Growth, SBI Large Cap Direct Plan-Growth, and Nippon India Large Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of HSBC Nifty Next 50 Index Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis HSBC Nifty Next 50 Index Fund Direct-Growth is ranked 14 out of 79 funds in the Equity: Large Cap category as of 16 Jul 2026. On a 5-year return basis it ranks 14 out of 62. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does HSBC Nifty Next 50 Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

HSBC Nifty Next 50 Index Fund Direct-Growth has an expense ratio of 0.43%. The peers ICICI Prudential Large Cap Fund Direct-Growth has an expense ratio of 1.02% and SBI Large Cap Direct Plan-Growth has 0.85%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does HSBC Nifty Next 50 Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

HSBC Nifty Next 50 Index Fund Direct-Growth has an AUM of ₹167.2 crore. The peers ICICI Prudential Large Cap Fund Direct-Growth has an AUM of ₹79,420.7 crore and SBI Large Cap Direct Plan-Growth has ₹55,064 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Large Cap?

Accepted Answer

The top performing fund in the Equity: Large Cap category on a 3-year basis is Nippon India Nifty Next 50 Junior BeES FoF Direct-Growth with a CAGR of 18.09% as of 16 Jul 2026. HSBC Nifty Next 50 Index Fund Direct-Growth has delivered 17.68% CAGR over the same period, ranking 14 out of 79 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does HSBC Nifty Next 50 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, HSBC Nifty Next 50 Index Fund Direct-Growth has a Sharpe ratio of 0.64 compared to the Equity: Large Cap average of 0.41 as of 16 Jul 2026. It ranks 15 out of 81 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+4.76%	-0.67%	18 / 101
3Y Return	+17.68%	11.61%	14 / 79
5Y Return	+13.12%	11.04%	14 / 62
10Y Return	—	12.40%	—

HSBC Nifty Next 50 Index Fund Direct-Growth

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