HDFC S&P BSE 500 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.82 | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of HDFC S&P BSE 500 Index Fund - Growth - Direct Plan is ₹14.20.
It is better to invest in a fund with a longer track record as HDFC S&P BSE 500 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
HDFC S&P BSE 500 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.30%
The process for redemption is
The AUM of HDFC S&P BSE 500 Index Fund - Growth - Direct Plan is currently ₹69 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 34% of fund’s portfolio respectively.
Top three sectors of HDFC S&P BSE 500 Index Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC S&P BSE 500 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Nirman Morakhia and Arun Agarwal manage the HDFC S&P BSE 500 Index Fund - Growth - Direct Plan Fund.
HDFC S&P BSE 500 Index Fund - Growth - Direct Plan current PE ratio is 39.50 and PB ratio is 7.46
The asset allocation of HDFC S&P BSE 500 Index Fund - Growth - Direct Plan is Stocks : 99.91%, Debt : 0.11% and Gold : 0%
The minimum SIP amount for HDFC S&P BSE 500 Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC S&P BSE 500 Index Fund - Growth - Direct Plan is Nil