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FAQ : HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth

HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) 1.53 N/A N/A N/A

The Current NAV of HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth is ₹9.42.

It is better to invest in a fund with a longer track record as HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth 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 Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.76%

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 Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth is currently ₹399 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 22% of fund’s portfolio respectively.

Top three sectors of HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 45% 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 Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Arun Agarwal and Nandita Menezes manage the HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth Fund.

HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth current PE ratio is 33.38 and PB ratio is 5.71

The asset allocation of HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth is Stocks : 99.87%, Debt : 0.05% and Gold : 0%

The minimum SIP amount for HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Nifty500 Multicap 50:25:25 Index Fund - Regular Plan - Growth is Nil

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