HSBC Nifty 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.67
• Std Deviation 11.20%
• Tracking Error 0.00%

The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/ loss plus dividend payments by the constituent stocks. There is no assurance that the investment objective of the Scheme will be realized.

The HSBC Nifty 50 Index Fund Regular Growth has an AUM of 388.37 crores & has delivered CAGR of 10.18% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.38%. The minimum investment in HSBC Nifty 50 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Auto & Truck Manufacturers.

Some of the similar funds are HSBC Nifty 50 Index Fund Regular Growth, Navi Nifty Midcap 150 Index Fund Regular Growth, LIC MF Nifty 50 Index Fund Growth, HDFC Nifty 100 Index Fund Regular Growth, Nippon India Nifty 500 Equal Weight Index Fund Regular Growth. HSBC Nifty 50 Index Fund Regular Growth has a sharpe ratio of 0.67 & a standard deviation of 11.20%.