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

HDFC NIFTY Next 50 Index Fund (Growth)

EquityIndex Funds

8.8646

NAV (Mar 17)

-8.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

8.8646

NAV (Mar 17)

Fund Returns

Last 1Y

-7.7%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

-8.4%

6 Month CAGR

-13.8%

Scheme Information

Investment Objective

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

0.85

Launched (2y ago)

Nov 03, 2021

AUM in Crores

340.554

ISIN

INF179KC1BR7

Lock-in

No Lock-in

Benchmark

IISL Nifty Next 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Krishan Daga

Fund Manager

Arun Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC NIFTY Next 50 Index Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-03-17

Top Stock Holdings

ltimindtree ltd

4.2%
4.2%

godrej consumer products ltd

3.4%
3.4%

pidilite industries ltd

3.4%
3.4%

shree cement ltd

3.4%
3.4%

tata power co ltd

3.4%
3.4%
See all holdings

Allocation by Sector

basic materials

20.5%
20.5%

financial services

18.2%
18.2%

consumer defensive

15.6%
15.6%

industrials

15%
15%

utilities

8.4%
8.4%
See all sectors

Compare HDFC NIFTY Next 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 483,046 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,121 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.3%

    5.3%

    6.1%

    7.7%

    3.7%

    5.8%

    6.7%

    5.8%

    9.9%

    6.2%

    HDFC NIFTY Next 50 Index Fund (G) Review

    HDFC NIFTY Next 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of -8.4% over a period of 1 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Arun Agarwal, Krishan Daga.

    Nav of HDFC NIFTY Next 50 Index Fund (G) as of 3/17/2023 is ₹8.86 with the total AUM as of 3/19/2023 is ₹340.554. 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 Nov 03, 2021. The category risk of the fund is Very High Risk.

    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 IISL Nifty Next 50 TR INR.

    HDFC NIFTY Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered -7.7% 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 Index Funds 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 Not Reviewed Yet 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 0.85% for regular plan.