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(%) | 27.11 | 15.24 | 16.09 | 11.7 |
Average Rolling Returns(%) | 14.78 | 13.33 | 12.47 | 12.98 |
The Current NAV of HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is ₹211.26.
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
The AUM of HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is currently ₹12,614 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 57% 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 32.05 and PB ratio is 6.32
The asset allocation of HDFC Index Fund - NIFTY 50 Plan - Growth - Direct Plan is Stocks : 100.07%, Debt : -0.08% 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