HSBC Nifty NEXT 50 Index Fund
Direct · Growth ₹30.90
23 Apr 2026
NAV
19.0%
3Y CAGR
18.8%
5Y CAGR
19.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.89
Sharpe
-26.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.69 L | 21.4% | -32.2% | 91.1% |
| 3 Years | ₹36.00 L | ₹45.85 L | 18.9% | 1.8% | 39.4% |
| 5 Years | ₹60.00 L | ₹88.67 L | 15.8% | 8.2% | 19.1% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 21.4% | 0.9% | +20.5% |
| 3 Years | 18.9% | 11.2% | +7.7% |
| 5 Years | 15.8% | 11.1% | +4.7% |