MonitorDirect · Growth
HSBC NIFTY NEXT 50 Index Fund
- NAV
- 30.8603
- 15 Sept 2026
- 1Y
- +2.7%
- Trailing CAGR
- AUM
- ₹175.96 Cr
- 31 Aug 2026
- Volatility
- High
- 17.3% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.7%
- 3Y+15.3%
- 5Yn/a
- 10Yn/a
- SI+14.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.4%
- 3Y+6.4%
- 5Yn/a
- 10Yn/a
- Since inception
- +14.1%
- Calendar-day CAGR
- Excess 1Y
- +1.4%
- Category median, same plan and option
- 3Y win rate
- +91%
- Windows beating the median
- 3Y percentile
- 63
- Vs comparable share classes
- Worst rolling 3Y
- +15.3%
- 197 daily-ending windows
- Median rolling 3Y
- +18.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 35 recovered episodes
- Longest recovery
- 99 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
27 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-26.6%
8 Dec 2022 – 5 Jul 2023
Trough 28 Mar 2023 · recovered in 99 days
-16.0%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-9.3%
11 Sept 2023 – 16 Nov 2023
Trough 26 Oct 2023 · recovered in 21 days
-7.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
63
Vs category
59
Consistency
75
Risk-adjusted
53
Drawdown
34
Mean
57
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 32.8%.
- Top 5
- 18.5%
- Top 10
- 32.8%
- Largest holding
- 4.7%
- Effective holdings
- 42.3
Divi's Laboratories Ltd
Healthcare
4.7%
TVS Motor Company Ltd
Consumer Discretionary
4.0%
Tata Motors Ltd
Industrials
3.9%
Hindustan Aeronautics Ltd
Industrials
3.6%
Adani Power Ltd
Energy & Utilities
3.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 91% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis Nifty Midcap 50 Index Fund
Axis Mutual Fund
- 1Y
- +6.6%
- 3Y
- +14.8%
- Vol
- 17.0%
- Max DD
- -20.3%
- Sharpe
- 0.79
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Groww Nifty Next 50 Index Fund
Groww Mutual Fund
- 1Y
- +2.9%
- 3Y
- n/a
- Vol
- 16.6%
- Max DD
- -14.3%
- Sharpe
- 0.09
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
JioBlackRock Nifty Midcap 150 Index Fund
Jio BlackRock Mutual Fund
- 1Y
- +3.6%
- 3Y
- n/a
- Vol
- 15.8%
- Max DD
- -14.0%
- Sharpe
- 0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns