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

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 16.73 N/A N/A
Average Rolling Returns(%) 19.68 16.99 N/A N/A

The Current NAV of HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan is ₹15.97.

It is better to invest in a fund with a longer track record as HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY NEXT 50, as the Funds portfolio is similar to its benchmark.

HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.30%

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 NIFTY Next 50 Index Fund - Growth - Direct Plan is currently ₹1,994 Crores.

The Top three stocks are Vedanta, Tata Motors and TVS Motor and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.

Top three sectors of HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 50% 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 - Nifty Next 50 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 NIFTY Next 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Nifty Next 50.

Arun Agarwal and Nandita Menezes manage the HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan Fund.

HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan current PE ratio is 35.49 and PB ratio is 7.15

The asset allocation of HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan is Stocks : 99.89%, Debt : 0.09% and Gold : 0%

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

The exit load for HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan is Nil

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