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HDFC NIFTY50 Equal Weight Index Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 11.39 0.18 % 1-D Change
Returns
13.11% p.a.
You get upto 0.64% extra returns
ET Money's Fund Report Card - HDFC NIFTY50 Equal Weight Index Fund
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.6% As on Jul 31, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 515 Crs |
| Lock-in | No Lockin |
| Age | 1 yrs 1 m Since Aug 04, 2021 |
| Benchmark | Nifty 50 Equal Weight TRI |
| Min. Investment |
SIP ₹ 100 & Lumpsum ₹ 100 |
About HDFC NIFTY50 Equal Weight Index Fund
HDFC NIFTY50 Equal Weight Index Fund Direct - Growth is a Large Cap mutual fund scheme from
Hdfc Mutual Fund
. This fund has been in existence for 1 yrs 1 m, having been launched on 04/08/2021. HDFC NIFTY50 Equal Weight Index Fund Direct - Growth has ₹515 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.6%, which is higher than what most other
Large Cap
funds charge.
.....
- HDFC NIFTY50 Equal Weight Index Fund Direct - Growth returns of last 1-year are 7.52%. Since launch, it has delivered 13.04% average annual returns.
- The fund has the majority of its money invested in Financial, Automobile, Materials, Consumer Staples, Energy sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The fund's top 5 holdings are in Bajaj Finserv Ltd., Indusind Bank Ltd., Hindalco Industries Ltd., Bajaj Finance Ltd., Coal India Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Jul 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 99.71%
Mid Cap 0%
Small Cap 0%
Other Cap 0%
Allocation by Sector
Financial 19.24%
Automobile 11.69%
Materials 10.64%
Consumer Staples 9.9%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Reverse Repo 0.15%
Repo 0.11%
Net Current Assets 0.03%
Other Holdings
Others 0.11%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with large cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| ICICI Prudential BHARAT 22 FOF Scheme | 27.76% | ||
| Nippon India Large Cap Fund | 11.97% | ||
| HDFC Top 100 Fund | 10.63% | ||
| ICICI Prudential Bluechip Fund | 7.52% | ||
| DSP Nifty 50 Equal Weight Index Fund | 7.24% | ||
| HDFC NIFTY50 Equal Weight Index Fund | 7.14% | ||
| Nippon India Nifty Next 50 Junior BeES FoF | 3.88% | ||
| Aditya Birla Sun Life Frontline Equity Fund | 4.15% | ||
| UTI Nifty 50 Index Fund | 3.91% | ||
| Kotak Nifty 50 Index Fund | 3.92% | ||
| Motilal Oswal Nifty 50 Index Fund | 3.93% | ||
| L&T Nifty Next 50 Index Fund | 3.42% |
Trailing Returns and Ranks
as on Sep 05, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.03% | 2% | 25 / 72 |
| 3 months | 15.66% | 15.22% | 22 / 69 |
| 6 months | 9.19% | 7.69% | 20 / 68 |
| 1 year | 7.14% | 4.09% | 6 / 55 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
HDFC NIFTY50 Equal Weight Index Fund
EQUITY LARGE CAP
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY50 Equal Weight Index TRI (Underlying Index), subject to tracking error.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
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Krishan Kumar Daga
Mr. Daga is a B.Com (H).
Prior to joining HDFC AMC he has worked with Reliance Mutual Fund, Reliance Capital Ltd., Deutsche Securities, B&K Securities, Brics Securities, JP Morgan Securities and HSBC Securities.
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Arun Agarwal
Mr. Agarwal is a B.Com., Chartered Accountant
Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
HDFC Mutual Fund
TOTAL AUM:
₹4,18,852 Crs
As on Jun 30, 2022
- Phone: 1800-3010-6767 / 1800-419-7676
-
Address: Ground Floor, Mafatlal House, H.T Parekh Marg
Backbay Reclamation
Churchgate
Mumbai, 400020
