HSBC Mutual Fund · Index Funds · Equity Index · Direct plan
HSBC NIFTY 50 Index Fund - Direct Plan - Growth
₹27.7821NAV on 2 Nov 2026Expense ratio 0.22%
3 Nov 2025NAV low 26.27 · high 30.95-8.2%
In plain words
Over 3 years it returned +8.0% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.5%.
On 3-year return it ranks 102 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹1,010 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +4.6% | +4.6% |
| 3 months | -3.7% | -3.8% |
| 6 months | -1.6% | -1.6% |
| 1 year | -8.0% | -8.1% |
| 3 years (yearly) | +8.0% | +8.0% |
| Since start (yearly) | +7.1% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,926 | -6.2% |
| 3 years | ₹3,60,000 | ₹3,61,787 | +0.3% |
Other plan of this fund: HSBC NIFTY 50 Index Fund - Regular Plan - Growth