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  • HDFC NIFTY Next 50 Index Fund (G)
HDFC Mutual Funds

HDFC NIFTY Next 50 Index Fund (G)

EquityLarge Cap

17.3637

NAV (Sep 18)

21.349%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
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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

17.3637

NAV (Sep 18)

Fund Returns

Last 1Y
62.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
21.3%
6 Month CAGR
29.4%

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
0.66
Launched (0y ago)
0.66
AUM in Crores
1731.6
ISIN
INF179KC1BR7
Lock-in
Benchmark
NIFTY Next 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Arun Agarwal

Fund Manager

Nirman S. Morakhia

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 NIFTY Next 50 Index Fund (G)70%44,23,912 36,91,30062.3%
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 2023-12-21

Top Stock Holdings

Trent Ltd.

5.6%
5.62%

Bharat Electronics Ltd.

5%
4.95%

Hindustan Aeronautics Ltd.

4%
4.03%

Power Finance Corporation Ltd.

3.5%
3.53%

REC Ltd.

3.5%
3.48%
See all holdings

Allocation by Sector

Financial

18.53%
18.53%

Capital Goods

16.58%
16.58%

Services

15.62%
15.62%

Energy

10.92%
10.92%

Consumer Staples

10.4%
10.4%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

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
phone-img022 – 66316333
email-imgshareholders.relations@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

6.314%

7.787%

15.072%

6.446%

5.569%

5.86%

24.537%

13.434%

5.904%

8.095%

HDFC NIFTY Next 50 Index Fund (G) Review

HDFC NIFTY Next 50 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 21.349% over a period of 2 years. The fund is managed by HDFC Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of HDFC NIFTY Next 50 Index Fund (G) as of 9/18/2024 is ₹17.36 with the total AUM as of 9/19/2024 is ₹1731.551. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC NIFTY Next 50 Index Fund (G) was launched on 2021-11-03. The category risk of the fund is null.

The minimum SIP amount for HDFC NIFTY Next 50 Index 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 NIFTY Next 50 Index 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 Next 50 Total Return Index.

HDFC NIFTY Next 50 Index Fund (G) is rated as a null fund in Equity and delivered 62.288% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC NIFTY Next 50 Index Fund (G).

Frequently Asked Questions

What is HDFC NIFTY Next 50 Index Fund (G)?

HDFC NIFTY Next 50 Index Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC NIFTY Next 50 Index Fund (G)?

You can invest in HDFC NIFTY Next 50 Index 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 NIFTY Next 50 Index Fund (G)?

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

Is HDFC NIFTY Next 50 Index Fund (G) good to invest in?

As per Scripbox experts, HDFC NIFTY Next 50 Index Fund (G) is a fund. You can investHDFC NIFTY Next 50 Index 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 NIFTY Next 50 Index Fund (G)?

The expense ratio of the HDFC NIFTY Next 50 Index Fund (G) is 0.66% for regular plan.