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  • HDFC Mutual Funds
  • HDFC Index Nifty 50 fund (Growth)

Formerly HDFC Index Nifty

HDFC Mutual Funds

HDFC Index Nifty 50 fund (Growth)

EquityLarge Cap
Top Ranked

231.3092

NAV (Jul 16)

16.1%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

231.0517

NAV (Jul 15)

Fund Returns

Last 1Y
26.5%
Last 3Y
16.4%
Last 5Y
17%
Last 10Y
13.2%
Since Inception
15.3%
6 Month CAGR
12.3%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the NIFTY 50 Index,subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
0.36
Launched (22y ago)
Jul 17, 2002
AUM in Crores
14219.558
ISIN
INF179K01KZ8
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.9
Standard Deviation (5yr)
18.7
Beta (3yr)
1
Beta (5yr)
1
Sharpe Ratio (3yr)
0.791
Sharpe Ratio (5yr)
0.622
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Index Nifty 50 fund (Growth)70%10,95,831 3,63,21916.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-16

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 15,161 cr

₹ 19,454 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 714,507 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

13.7%

6.5%

26.2%

13.3%

6.2%

7.8%

5.3%

5.9%

6.5%

6%

HDFC Index Nifty 50 fund (G) Review

HDFC Index Nifty 50 fund (G) is a Large Cap Equity fund and has delivered an annualised return of 15.1% over a period of 22 years. The fund was previously known as HDFC Index Nifty. The fund is managed by HDFC Asset Management Co Ltd. The fund manager’s name is null.

Nav of HDFC Index Nifty 50 fund (G) as of 7/16/2024 is ₹231.31 with the total AUM as of 7/18/2024 is ₹14219.558. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Index Nifty 50 fund (G) was launched on Jul 17, 2002. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC Index Nifty 50 fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HDFC Index Nifty 50 fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 50 TR INR.

HDFC Index Nifty 50 fund (G) is rated as a 4 fund in Equity and delivered 26.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Index Nifty 50 fund (G).

Frequently Asked Questions

What is HDFC Index Nifty 50 fund (G)?

HDFC Index Nifty 50 fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC Index Nifty 50 fund (G)?

You can invest in HDFC Index Nifty 50 fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC Index Nifty 50 fund (G)?

The minimum sip amount for HDFC Index Nifty 50 fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Index Nifty 50 fund (G) good to invest in?

As per Scripbox experts, HDFC Index Nifty 50 fund (G) is a Top Ranked fund. You can investHDFC Index Nifty 50 fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC Index Nifty 50 fund (G)?

The expense ratio of the HDFC Index Nifty 50 fund (G) is 0.36% for regular plan.