HDFC S&P BSE 500 ETF has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.66 | 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 ETF is ₹32.29.
It is better to invest in a fund with a longer track record as HDFC S&P BSE 500 ETF cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P BSE 500 - TRI returns, as Funds portfolio is significantly different.
HDFC S&P BSE 500 ETF fund’s expense ratio is 0.30%
The process for redemption is
The AUM of HDFC S&P BSE 500 ETF is currently ₹8 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 24% and 34% of fund’s portfolio respectively.
Top three sectors of HDFC S&P BSE 500 ETF fund are BFSI, IT and Construction & Infrastructure 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 ETFs - Index 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 ETF Fund is ETFs - Index.
Abhishek Mor and Nirman Morakhia manage the HDFC S&P BSE 500 ETF Fund.
HDFC S&P BSE 500 ETF current PE ratio is 39.57 and PB ratio is 7.28
The asset allocation of HDFC S&P BSE 500 ETF is Stocks : 99.83%, Debt : 0.04% and Gold : 0%
The minimum SIP amount for HDFC S&P BSE 500 ETF is N/A and minimum lumpsum is ₹500.00
The exit load for HDFC S&P BSE 500 ETF is N/A