HDFC NIFTY Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-1.47% 1D
1M
6M
1Y
3Y
All
NAV: 25 Mar 2025₹14.72
Min. SIP amount₹100
Rating1
Fund size₹1,563.62Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
6 months
1 year
3 years
Total investment of ₹30,000
Would have become ₹26,783 (-10.72%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity7.54%
ServicesEquity4.30%
HealthcareEquity3.41%
FinancialEquity3.34%
Metals & MiningEquity3.28%
FinancialEquity2.87%
Capital GoodsEquity2.87%
Consumer StaplesEquity2.86%
EnergyEquity2.80%
ServicesEquity2.68%
FinancialEquity2.59%
AutomobileEquity2.56%
ServicesEquity2.47%
FinancialEquity2.45%
FinancialEquity2.20%
TechnologyEquity2.11%
EnergyEquity2.08%
EnergyEquity2.06%
ChemicalsEquity2.00%
Capital GoodsEquity2.00%
ConstructionEquity1.99%
InsuranceEquity1.98%
Consumer StaplesEquity1.85%
Consumer StaplesEquity1.85%
EnergyEquity1.84%
ConstructionEquity1.80%
FinancialEquity1.80%
Capital GoodsEquity1.76%
AutomobileEquity1.71%
Metals & MiningEquity1.59%
ConstructionEquity1.54%
ConstructionEquity1.53%
FinancialEquity1.47%
Consumer StaplesEquity1.43%
HealthcareEquity1.36%
FinancialEquity1.33%
Capital GoodsEquity1.27%
Capital GoodsEquity1.21%
Capital GoodsEquity1.16%
EnergyEquity1.15%
EnergyEquity1.13%
AutomobileEquity1.13%
Capital GoodsEquity1.13%
HealthcareEquity1.07%
FinancialEquity1.06%
InsuranceEquity1.05%
ServicesEquity0.99%
FinancialEquity0.98%
InsuranceEquity0.80%
EnergyEquity0.76%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA5.8%15.5%12.1%
Category averageNA7.3%13.7%NA
Rank with in categoryNA6921NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
10.1%20.2%34,211.60
5
9.5%17.7%60,177.20
4
12.6%15.6%13,848.24
5
2.9%15.3%457.68
4
10.7%15.2%1,634.08

Expense ratio, exit load and tax

Expense ratio: 0.30%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero
Lower expense ratio: 0.3%
3Y annualised returns higher than category average by 1.88%

Cons

Low rating: 1
1Y annualised returns lower than category average by 1.5%

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