- Mutual Funds
- HDFC Mutual Fund
- HDFC NIFTY50 Equal Weight Index Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.7189
NAV (Sep 6)
Fund Returns
Last 1Y | 37.9% |
Last 3Y | 18.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.6% |
6 Month CAGR | 13.6% |
Scheme Information
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY50 Equal Weight Index TRI (Underlying Index), subject to tracking error.
Expense Ratio | 0.86 |
Launched (0y ago) | 0.86 |
AUM in Crores | 1340.5 |
ISIN | INF179KC1BN6 |
Lock-in | |
Benchmark | NIFTY 50 Equal Weight Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC NIFTY50 Equal Weight Index Fund (G) | 11,74,562 | 4,41,950 | 18.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Oil & Natural Gas Corporation Ltd.
2.4%Infosys Ltd.
2.3%Tata Motors Ltd.
2.3%HDFC Life Insurance Co Ltd.
2.3%SBI Life Insurance Company Ltd.
2.3%Allocation by Sector
Financial
16.59%Technology
12.62%Automobile
11.86%Energy
10.65%Consumer Staples
10.26%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.474% | 6.31% | ||
5.534% | 5.86% | ||
24.392% | 13.382% | ||
6.281% | 7.788% | ||
5.869% | 8.089% |
HDFC NIFTY50 Equal Weight Index Fund (G) Review
HDFC NIFTY50 Equal Weight Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 20.594% over a period of 3 years. The fund is managed by HDFC Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of HDFC NIFTY50 Equal Weight Index Fund (G) as of 9/6/2024 is ₹17.72 with the total AUM as of 9/7/2024 is ₹1340.47. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC NIFTY50 Equal Weight Index Fund (G) was launched on 2021-08-18. The category risk of the fund is Below Average.
The minimum SIP amount for HDFC NIFTY50 Equal Weight 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 NIFTY50 Equal Weight 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 50 Equal Weight Total Return Index.
HDFC NIFTY50 Equal Weight Index Fund (G) is rated as a null fund in Equity and delivered 37.852% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC NIFTY50 Equal Weight Index Fund (G).
Frequently Asked Questions
What is HDFC NIFTY50 Equal Weight Index Fund (G)?
How to invest in HDFC NIFTY50 Equal Weight Index Fund (G)?
You can invest in HDFC NIFTY50 Equal Weight 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 NIFTY50 Equal Weight Index Fund (G)?
The minimum sip amount for HDFC NIFTY50 Equal Weight Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC NIFTY50 Equal Weight Index Fund (G) good to invest in?
As per Scripbox experts, HDFC NIFTY50 Equal Weight Index Fund (G) is a fund. You can investHDFC NIFTY50 Equal Weight 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 NIFTY50 Equal Weight Index Fund (G)?
The expense ratio of the HDFC NIFTY50 Equal Weight Index Fund (G) is 0.86% for regular plan.