HSBC Nifty 50 Index Fund Direct Growth

Scheme code: INF917K01D12 NAV value: ₹ 27.0584 NAV date: 19 March, 2026 TER: 0.18%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-5.22	71.77	12.56	18.04	9.23
3 year	8.89	28.13	15.09	15.92	15.72
5 year	10.04	23.96	17.89	17.36	15.28

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.04
3 year	6.28	30.95	15.04	15.92
5 year	8.38	26.02	14.22	17.36
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.04
3 year	6.56	19.64	13.57	15.92
5 year	9.22	12.29	10.75	17.36

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.04
3 year	7.68	21.49	15.06	15.92
5 year	10.37	13.5	11.93	17.36

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.04
3 year	8.04	32.03	17.81	15.92
5 year	8.18	28.64	15.34	17.36
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,83,492 - Absolute Returns: ₹83,492 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,01,588 - Absolute Returns: ₹8,01,588 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,01,053 - Absolute Returns: ₹23,01,053 - CAGR: %

Max Drawdown

-16.49 %

Drawdown Duration

8 months

Recovery Time

5 months

Avg Drawdown

-3.68 %

1 Y

1.0941

3 Y

0.9656

5 Y

1.0529

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.92	1.00	100.5	99.3	4.91 %	4.00 %
3 years	1.06	1.00	100.5	99.1	12.33 %	11.28 %
5 years	1.03	1.00	100.4	99.2	10.46 %	9.44 %
7 years	0.86	1.00	100.2	99.1	14.99 %	14.16 %
10 years	0.56	1.00	100.2	99.1	10.27 %	9.72 %
12 years	0.47	1.00	100.2	99.1	8.49 %	8.03 %
15 years	0.35	1.00	100.2	99.1	6.73 %	6.38 %