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

HDFC NIFTY Next 50 Index Fund (Growth)

EquityIndex Funds

13.7301

NAV (Feb 23)

14.8%
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

13.7301

NAV (Feb 23)

Fund Returns

Last 1Y
57.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
14.8%
6 Month CAGR
33.2%

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
0.8
Launched (3y ago)
Nov 03, 2021
AUM in Crores
458.598
ISIN
INF179KC1BR7
Lock-in
No Lock-in
Benchmark
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

Nirman Morakhia

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%37,37,868 30,05,25657.2%
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 2024-02-23

Top Stock Holdings

shriram finance ltd

4.1%
4.1%

trent ltd

4.1%
4.1%

bharat electronics ltd

4%
4%

tata power co ltd

4%
4%

hindustan aeronautics ltd ordinary shares

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

20.9%
20.9%

industrials

17.3%
17.3%

basic materials

15.6%
15.6%

consumer defensive

13.6%
13.6%

consumer cyclical

11.6%
11.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 641,924 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
1800 3010 6767/ 1800 419 7676 (Toll-free)
cliser@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

25.9%

13%

8.4%

5.4%

5.8%

7.8%

4.9%

5.8%

6.4%

5.9%

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 14.8% over a period of 2 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Arun Agarwal, Nirman Morakhia.

Nav of HDFC NIFTY Next 50 Index Fund (G) as of 2/23/2024 is ₹13.73 with the total AUM as of 2/25/2024 is ₹458.598. 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 Nifty Next 50 TR INR.

HDFC NIFTY Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 57.2% 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 0.8% for regular plan.