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  • HDFC BSE 500 Index Fund (Growth)

Formerly HDFC S&P BSE 500 Index Reg Gr

HDFC Mutual Funds

HDFC BSE 500 Index Fund (Growth)

EquityIndex Funds

15.2974

NAV (Jul 24)

40.1%
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

15.2974

NAV (Jul 24)

Fund Returns

Last 1Y
34.8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
40.1%
6 Month CAGR
17.5%

Scheme Information

Investment Objective

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
0.97
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

Nirman Morakhia

Fund Manager

Arun Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC BSE 500 Index Fund (Growth)70%18,20,995 10,88,38334.2%
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 2024-07-24

Top Stock Holdings

hdfc bank ltd

7%
7%

reliance industries ltd

5.8%
5.8%

icici bank ltd

4.6%
4.6%

infosys ltd

3.1%
3.1%

larsen & toubro ltd

2.3%
2.3%
See all holdings

Allocation by Sector

financial services

28%
28%

industrials

11.7%
11.7%

consumer cyclical

11.1%
11.1%

technology

9.5%
9.5%

basic materials

8.9%
8.9%
See all sectors

Comparison with Equity Funds

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

₹ 16,283 cr

₹ 21,459 cr

₹ 24,345 cr

₹ 45,470 cr

₹ 71,700 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 751,092 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
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.3%

13.3%

13.3%

6.4%

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 40.1% 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 7/24/2024 is ₹15.30 with the total AUM as of 7/25/2024 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 34.2% 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)?

HDFC BSE 500 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 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 0.97% for regular plan.