Please upgrade your browser

We take your security very seriously. In order to protect you and our systems, we are making changes to all HSBC websites that means some of the oldest web browser versions will no longer be able to access these sites. Generally, the latest versions of a browser (like Edge, Chrome, Safari, etc.) and an operating system family (like Microsoft Windows, MacOS) have the most up-to-date security features.

If you are seeing this message, we have detected that you are using an older, unsupported browser.

See how to update your browser

HSBC Nifty Next 50 Index Fund

Index Fund - An open-ended Equity Scheme tracking Nifty Next 50 Index
(Formerly known as L&T Nifty Next 50 Index)

Invest online

Investment objective

The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 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.

Our philosophy

  • Disciplined investment approach with “fundamental research” as the foundation of our investment decision making process
  • Focus on companies with an attractive combination of profitability and valuation
  • Look to own scalable businesses with strong execution capability, proven management track record and strong financials

Our process

Proprietary research drives stock selection:

  • Our equity investment process comprises three stages – Stock selection, Stock analysis and Portfolio construction
  • Use a combination of quantitative and qualitative filters to arrive at a list of investable universe of stocks
  • Evaluate stock ideas on the basis of three key parameters, namely Quality of Business, ESG and Valuation
  • Portfolio construction is an outcome of the above mentioned investment process and tracked against predefined risk matrix

Why HSBC Nifty Next 50 Index Fund?

  • The scheme will adopt a passive investment strategy
  • Invests in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 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
  • To create a corpus through generating inflation-adjusted returns to cater to long-term goals
Riskometer

HSBC Nifty Next 50 Index Fund

Riskometer
Investors understand that their principal
will be at Very High Risk

Index Fund - An open ended Equity Scheme tracking Nifty Next 50 Index

This product is suitable for investors who are seeking*:

  • Long term capital appreciation
  • Investment in equity securities covered by the NIFTY Next 50

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Please note that the above risk-o-meter is as per the product labelling of the Scheme available as on the date of this communication/disclosure. As per SEBI circular dated October 5, 2020 on product labelling (as amended from time to time), risk-o-meter will be calculated on a monthly basis based on the risk value of the scheme portfolio based on the methodology specified by SEBI in the above stated circular. The AMC shall disclose the risk-o-meter along with portfolio disclosure for all their schemes on their respective website and on AMFI website within 10 days from the close of each month. Any change in risk-o-meter shall be communicated by way of Notice cum Addendum and by way of an e-mail or SMS to unitholders of that particular Scheme.

Benchmark: Nifty Next 50 Index TRI

Riskometer

Begin your journey here

Looking to dream big? Start your journey here.

I agree to HSBC Mutual Fund Hyperlink Privacy Policy Chatbot & Whats App T&C and the Terms of use. I agree that any information provided may be used by HSBC Asset Management (India) Private Limited and/or its service providers for providing marketing communication and other commercial communication. I agree to be contacted for/or receiving marketing and other commercial communication through SMS, Email, Phone calls, WhatsApp and other similar mode of communication.