- Mutual Funds
- HDFC Mutual Funds
- HDFC BSE 500 Index Fund (Growth)
Formerly HDFC S&P BSE 500 Index Reg Gr
HDFC BSE 500 Index Fund (Growth)
₹ 15.5466
NAV (Jul 26)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.5466
NAV (Jul 26)
Fund Returns
Last 1Y | 36.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 41.7% |
6 Month CAGR | 19.7% |
Scheme Information
To generate returns that are commensurate (before fees and expenses) with the performance of the S&P BSE 500 Index,subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 0.93 |
Launched (1y ago) | Apr 21, 2023 |
AUM in Crores | 156.621 |
ISIN | INF179KC1GH7 |
Lock-in | No Lock-in |
Benchmark | BSE 500 TR INR |
SIP Minimum | 0 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC BSE 500 Index Fund (Growth) | 18,42,687 | 11,10,075 | 34.6% | |
| 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
hdfc bank ltd
7%reliance industries ltd
5.8%icici bank ltd
4.6%infosys ltd
3.1%larsen & toubro ltd
2.3%Allocation by Sector
financial services
28%industrials
11.7%consumer cyclical
11.1%technology
9.5%basic materials
8.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.5% | 13.3% | ||
12.9% | 6.3% | ||
6.2% | 7.8% | ||
5.4% | 5.9% | ||
6.6% | 6% |
HDFC BSE 500 Index Fund (G) Review
HDFC BSE 500 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 40.2% over a period of 1 years. The fund was previously known as HDFC S&P BSE 500 Index Reg Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Arun Agarwal, Nirman Morakhia.
Nav of HDFC BSE 500 Index Fund (G) as of 7/26/2024 is ₹15.55 with the total AUM as of 7/27/2024 is ₹156.621. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC BSE 500 Index Fund (G) was launched on Apr 21, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC BSE 500 Index Fund (G) is ₹0 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 BSE 500 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 BSE 500 TR INR.
HDFC BSE 500 Index Fund (G) is rated as a 0 fund in Equity and delivered 34.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC BSE 500 Index Fund (G).
Frequently Asked Questions
What is HDFC BSE 500 Index Fund (G)?
How to invest in HDFC BSE 500 Index Fund (G)?
You can invest in HDFC BSE 500 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 BSE 500 Index Fund (G)?
The minimum sip amount for HDFC BSE 500 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is HDFC BSE 500 Index Fund (G) good to invest in?
As per Scripbox experts, HDFC BSE 500 Index Fund (G) is a Not Reviewed Yet fund. You can investHDFC BSE 500 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 BSE 500 Index Fund (G)?
The expense ratio of the HDFC BSE 500 Index Fund (G) is 0.93% for regular plan.