FAQ : HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan

HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 29.79 16.01 14.88 12.37
Average Rolling Returns(%) 14.91 13.36 12.52 12.94

The Current NAV of HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is ₹215.01.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50 - TRI, as the Funds portfolio is similar to its benchmark.

HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan fund’s expense ratio is 0.20%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is currently ₹12,764 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 29% of its portfolio. Top 5 and 10 stocks of fund account for 39% and 56% of fund’s portfolio respectively.

Top three sectors of HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan fund are BFSI, IT and Oil & Gas accounting for 59% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Nifty 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 Index Fund - NIFTY 50 Plan - Growth - Direct Plan Fund is Index Funds - Nifty.

Nirman Morakhia and Arun Agarwal manage the HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan Fund.

HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan current PE ratio is 32.59 and PB ratio is 6.30

The asset allocation of HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is Stocks : 100.09%, Debt : -0.09% and Gold : 0%

The minimum SIP amount for HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is 0.25% on or before 3 days, Nil after 3 days

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.