HDFC Index Fund Nifty 50 Plan Direct Growth-0.47%

-0.66%
1 Year Return
Equity
Index
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Index Fund Nifty 50 Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.10%
NAV108.28 (29 Oct 2020)
Fund Started31 Dec 2012
Fund Size1,882 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Index Fund Nifty 50 Plan Direct Growth
-0.7%
5.1%
8.5%
10.0%
Category Average
-1.3%
4.0%
7.9%
-
Rank within category
33
20
21
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -0.7% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.1%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity14.9%
    HDFC Bank Ltd.FinancialEquity9.7%
    Infosys Ltd.TechnologyEquity7.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.4%
    Tata Consultancy Services Ltd.TechnologyEquity5.4%
    ICICI Bank Ltd.FinancialEquity5.1%
    Kotak Mahindra Bank Ltd.FinancialEquity3.8%
    Hindustan Unilever Ltd.FMCGEquity3.8%
    ITC Ltd.FMCGEquity3.1%
    Larsen & Toubro Ltd.ConstructionEquity2.3%
    See All

    Fund Managers

    addKrishan Kumar Daga
    Education
    Mr. Daga is a B.Com (H).
    Experience
    Prior to joining HDFC AMC he has worked with Reliance Mutual Fund, Reliance Capital Ltd., Deutsche Securities, B&K Securities, Brics Securities, JP Morgan Securities and HSBC Securities.
    Funds Managed

    HDFC Index Fund Nifty 50 Plan Direct Growth Details

    HDFC Index Fund Nifty 50 Plan Direct Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 31 Dec 2012. Krishan Daga is the Current Fund Manager of HDFC Index Fund Nifty 50 Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,882 Cr and the Latest NAV as of 29 Oct 2020 is ₹108.28.

    The HDFC Index Fund Nifty 50 Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 3 days

    Investment Objective

    The Scheme seeks to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking errors.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.25% if redeemed within 3 days
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    30 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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