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
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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