HDFC Index Nifty 50 - Latest NAV ₹108.5176, Returns, Performance & Portfolio

HDFC Index Nifty 50

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Start your investment

Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.1 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years7.57%
5 Years8.23%
3 Years5.88%
1 Year1.87%
6 Months28.44%
Fund Details
RiskModerately High risk
Fund TypeIndex Funds
Exit Load0.25% for 3 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd14.93%
HDFC Bank Ltd9.69%
Infosys Ltd7.63%
Housing Development Finance Corp Ltd6.44%
Tata Consultancy Services Ltd5.41%
ICICI Bank Ltd5.06%
Kotak Mahindra Bank Ltd3.84%
Hindustan Unilever Ltd3.82%
ITC Ltd3.1%
Larsen & Toubro Ltd2.28%

About HDFC Index Fund Nifty 50 Plan

HDFC Index Fund Nifty 50 Plan is an open-ended scheme which invests in the stocks of 50 companies on Nifty 50 in the proportion that replicates the weightages of these stocks in the Index. The scheme aims to replicate the performance of the Nifty 50 Index with the least possible tracking error. The plan will rebalance the stocks based on the changing weights of the stocks in the index.

Pros & Cons of HDFC Index Fund Nifty 50 Plan

HDFC Index Fund Nifty 50 Plan offers the following benefits: 1. The scheme enables investors to invest in Nifty 50 stocks irrespective of the knowledge profile of the investors. 2. So, individuals with lesser knowledge of equities can still appreciate their capital in line with the Index. 3. However, on the downside, the Assets Under Management are under Rs 500 crores.

Fund Information and Statistics of HDFC Index Fund Nifty 50 Plan

i) Inception / Launch date

The HDFC Index Fund Nifty 50 Plan was started on July 17, 2002, HDFC Mutual Fund.

ii) Risk level

Your investments in this fund will be at moderately-high risk. Only investors with higher risk profile should invest in this scheme after consulting their financial advisor.

iii) Redemption

The units can be redeemed on any business day based on the NAV prices. Under normal circumstances, your fund house will dispatch the redemption proceeds within 3-4 business days.

iv) Fund Manager

The fund is managed by Mr. Krishan Kumar Daga since October 19, 2015. He is a B. Com (H) and has worked with Reliance Mutual Fund, JP Morgan Securities, HSBC Securities, etc.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after three days of allotment. However, 0.25% exit load is charged if redeemed within 3 days of allotment.

Tax benefits of investing in HDFC Index Fund Nifty 50 Plan

The Short-term capital gain tax of 15% will be levied on unitholders if the units are held for less than a year. A long-term capital gains tax of 10% without indexation is applicable if units are held for more than a year.

About HDFC Mutual Fund

Being one of the leading mutual fund investment companies, HDFC Mutual Fund offers a wide array of mutual fund products for its customers, investors and patrons. The schemes vary from Fund of Funds (FOFs), to liquid fund to equity funds and regular debt fund amongst a wide range of other mutual fund products

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Frequently Asked Questions

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Start your investment

Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.1 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns