HDFC NIFTY Next 50 Index Fund Growth

HDFC NIFTY Next 50 Index Fund Growth

+18.93%
3Y annualised
-0.95% 1D
1M
6M
1Y
3Y
All
NAV: 15 May '26
₹16.04
Min. for SIP
₹100
Fund size (AUM)
₹2,368.51 Cr
Expense ratio
0.68%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,402
+2.68%
6 months₹30,000₹30,620
+2.07%
1 year₹60,000₹61,272
+2.12%
3 years₹1,80,000₹2,05,001
+13.89%

Holdings (54)

NameSectorInstrumentsAssets
Adani Power Ltd.EnergyEquity3.72%
Tata Motors Ltd.AutomobileEquity3.47%
Divi's Laboratories Ltd.HealthcareEquity3.35%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.34%
TVS Motor Company Ltd.AutomobileEquity3.33%
Tata Power Company Ltd.EnergyEquity3.02%
Cummins India Ltd.Capital GoodsEquity2.88%
Varun Beverages Ltd.Consumer StaplesEquity2.85%
Avenue Supermarts Ltd.ServicesEquity2.74%
Britannia Industries Ltd.Consumer StaplesEquity2.74%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.72%
Power Finance Corporation Ltd.FinancialEquity2.65%
Bharat Petroleum Corporation Ltd.EnergyEquity2.47%
Vedanta Aluminium Metal Ltd.Metals & MiningEquity2.34%
The Indian Hotels Company Ltd.ServicesEquity2.26%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.26%
HDFC Asset Management Company Ltd.FinancialEquity2.24%
Samvardhana Motherson International Ltd.AutomobileEquity2.18%
Indian Oil Corporation Ltd.EnergyEquity2.16%
Bank Of BarodaFinancialEquity1.98%
Adani Energy Solutions Ltd.EnergyEquity1.89%
Vedanta Ltd.Metals & MiningEquity1.87%
Canara BankFinancialEquity1.84%
Jindal Steel Ltd.Metals & MiningEquity1.84%
Bajaj Holdings & Investment Ltd.FinancialEquity1.80%
REC Ltd.FinancialEquity1.79%
GAIL (India) Ltd.EnergyEquity1.79%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.78%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.74%
Pidilite Industries Ltd.ChemicalsEquity1.73%
Adani Green Energy Ltd.Capital GoodsEquity1.67%
LTM LimitedTechnologyEquity1.61%
United Spirits Ltd.Consumer StaplesEquity1.59%
ABB India Ltd.Capital GoodsEquity1.54%
Solar Industries India Ltd.ChemicalsEquity1.53%
Punjab National BankFinancialEquity1.53%
DLF Ltd.ConstructionEquity1.53%
Muthoot Finance Ltd.FinancialEquity1.49%
Siemens Ltd.Capital GoodsEquity1.37%
Shree Cement Ltd.ConstructionEquity1.31%
Union Bank of IndiaFinancialEquity1.30%
Bosch Ltd.AutomobileEquity1.26%
Siemens Energy India Ltd.EnergyEquity1.18%
Ambuja Cements Ltd.ConstructionEquity1.10%
Hyundai Motor India Ltd.AutomobileEquity1.05%
Hindustan Zinc Ltd.Metals & MiningEquity1.05%
Lodha Developers Ltd.ConstructionEquity1.03%
Zydus Lifesciences Ltd.HealthcareEquity0.90%
Indian Railway Finance Corporation Ltd.FinancialEquity0.85%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.84%
Tata Capital Ltd.FinancialEquity0.58%
Vedanta Power Ltd.Capital GoodsEquity0.46%
Malco Energy Ltd.Metals & MiningEquity0.28%
Vedanta Iron And Steel Ltd.Metals & MiningEquity0.25%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-0.7%+4.9%+18.9%+11.0%
Category average (Equity Large Cap)+1.3%+7.1%+15.1%--
Rank (Equity Large Cap)--1919--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
-1.76%+14.48%51,690.28
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
-3.43%+14.22%75,650.43
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
-4.71%+13.73%7,192.01
Tata Large Cap Fund Growth
Tata Large Cap Fund Growth
-1.47%+11.90%2,687.58
HDFC Large Cap Fund Growth
HDFC Large Cap Fund Growth
-4.46%+11.51%38,121.27
Compare

Fund management

AA
Arun Agarwal
Feb 2022 - Present
View details

Education
Mr. Agarwal is a B.Com. and Chartered Accountant
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Also manages these schemes

NM
Nandita Menezes
Mar 2025 - Present
View details

About HDFC NIFTY Next 50 Index Fund Growth

HDFC NIFTY Next 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Arun Agarwal is the Current Fund Manager of HDFC NIFTY Next 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,37,048 Cr and the Latest NAV as of 15 May 2026 is ₹16.04. The HDFC NIFTY Next 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Next 50 Index TRI (underlying Index), subject to tracking errors.
Fund benchmarkNIFTY Next 50 Total Return Index

Fund house

Rank (total assets)#2 in India
Total AUM₹9,37,047.59 Cr
Date of Incorporation10 Dec 1999
Phone022 – 66316333
Launch Date10 Dec 1999
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,