- Mutual Funds
- HDFC Mutual Fund
- HDFC BSE 500 Index Fund Regular Growth
Scheme Information
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the S&P BSE 500 Index, subject to tracking error.
Expense Ratio | 0.81 % |
Launched 2Y ago | 2023-04-21 |
AUM in Crores | 208.4 |
ISIN | INF179KC1GH7 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.44%Reliance Industries Ltd.
5.39%ICICI Bank Ltd.
4.52%Infosys Ltd.
3.57%ITC Ltd.
2.42%
Allocation by Sector
Financial
28.17%Technology
10.03%Energy
9.92%Consumer Staples
6.96%Automobile
6.63%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
HDFC BSE 500 Index Fund Regular Plan Growth Review
HDFC BSE 500 Index Fund Regular Plan Growth is a Flexi Cap Equity fund and has delivered an annualised return of 20.52% over 2 years. The fund has grown over a period of 2 years. The fund is managed by HDFC Mutual Fund. The fund managers are Arun Agarwal, Nirman S. Morakhia.
Nav of HDFC BSE 500 Index Fund as of 5/2/2025 is ₹14.61 with the total AUM as of 5/4/2025 is ₹208.37. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC BSE 500 Index Fund was launched on 2023-04-21. The category risk of the fund is Very High.
The minimum SIP amount for HDFC BSE 500 Index Fund Regular Plan Growth 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 BSE 500 Index Fund Regular Growth 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 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC BSE 500 Index Fund.