HDFC Mutual Funds

HDFC NIFTY Next 50 Index Fund Direct Plan Growth

₹ 14.86

NAV (Jan 21)

13.105%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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HDFC NIFTY Next 50 Index Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,80,477

Wealth Gained

10,13,089

Total Corpus Created (₹)

With CAGR of 13.105 % in 5 years

Historical NAV

₹ 14.8649

NAV (Jan 21)

Fund Returns

Last 1Y
15.6%
Last 3Y
14.7%
Last 5Y
-
Last 10Y
-
Since Inception
13.1%
6 Month CAGR
-11.2%

Scheme Information

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.

Expense Ratio
0.3 %
Launched 3Y ago
2021-11-03
AUM in Crores
1763.7
ISIN
INF179KC1BQ9
Lock-in (days)
No Lock-in
Benchmark
NIFTY Next 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC NIFTY Next 50 Index Fund Direct (G)70%10,55,660 3,23,04814.7%
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

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Trent Ltd.

5.62%
5.62%

Bharat Electronics Ltd.

4.95%
4.95%

Hindustan Aeronautics Ltd.

4.03%
4.03%

Power Finance Corporation Ltd.

3.53%
3.53%

REC Ltd.

3.48%
3.48%
See all holdings
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Allocation by Sector

Financial

18.15%
18.15%

Capital Goods

14.73%
14.73%

Energy

12.08%
12.08%

Services

11.27%
11.27%

Automobile

7.71%
7.71%
See all sectors
right-arrow
comparison

Comparison with Equity Funds

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About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
Fund NameScripbox Opinion
Till Date CAGR

7.1%

7.9%

19.5%

14.1%

17.1%

7.1%

6%

6%

22%

16.9%

HDFC NIFTY Next 50 Index Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,80,477

Wealth Gained

10,13,089

Total Corpus Created (₹)

With CAGR of 13.105 % in 5 years

Frequently Asked Questions

What is the expense ratio for HDFC NIFTY Next 50 Index Fund Direct Plan Growth?

What is the current AUM of HDFC NIFTY Next 50 Index Fund Direct Growth?

What is the latest NAV of HDFC NIFTY Next 50 Index Fund Direct Growth?

Which are the top sector holdings in HDFC NIFTY Next 50 Index Fund Direct Plan?

Which are the top stock holdings in HDFC NIFTY Next 50 Index Fund Direct Plan?

What is the asset allocation of HDFC NIFTY Next 50 Index Fund Direct Plan Growth?

What has been the performance of HDFC NIFTY Next 50 Index Fund Direct Growth returns?

Does HDFC NIFTY Next 50 Index Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in HDFC NIFTY Next 50 Index Fund Direct Plan Growth?

How to invest in HDFC NIFTY Next 50 Index Fund Direct Growth?

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HDFC NIFTY Next 50 Index Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,80,477

Wealth Gained

10,13,089

Total Corpus Created (₹)

With CAGR of 13.105 % in 5 years