3 Year return

15.78%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹12186.35 Cr.

Expense Ratio

0.2% (inclusive of GST)

Exit Load

0.25% - If units are redeemed / switched out within 3 Days from the date of allotment. Nil - If units are redeemed / switched out after 3 days from the date of allotment.

Ratings

0

Ratings by other agencies

3
3
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

HDFC Mutual Fund Managers

KD

Krishan Kumar Daga

Fund Manager since Oct 2022

Fund House Details

HDFC Mutual Fund Asset management company

AUM ₹556,006.89 Cr.
No. of Schemes 196
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Index Fund Nifty 50 Plan Direct Plan

HDFC Index Fund Nifty 50 Plan Direct Plan is an open-ended mutual fund scheme offered by HDFC Mutual Fund. It is a passive fund. It means the fund manager invests in the constituent Nifty 50 to replicate the same return as the benchmark index. The fund has a low expense ratio. Low associated costs will not cut deep into your final returns.

Investment Objective of the Scheme

The investment objective of the fund is to track the Nifty50 index as closely as possible with a constant focus on reducing tracking error through regular rebalancing of the portfolio to match the changing weightage of stocks. It focuses on generating long-term capital appreciation.

Key Features of The Fund

5-year return 16.5%
Expense Ratio 0.2%
Fund Manager Krishan Kumar Daga
Fund Size ₹12186.35 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The plan is suitable for investors with medium to long-term investment plans. It is a passive fund that emulates the returns of the benchmark index it follows. It exposes investors to the same level of risk as investing in the Nifty50 index. If you have a high-risk appetite, this may be a good option. Make sure you evaluate the suitability of the fund to see if it aligns with your overall investment objective before investing.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 67671800 419 7676
Email [email protected]
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of HDFC Index Fund Nifty 50 Plan Direct Plan?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Index Fund Nifty 50 Plan Direct Plan Feb 23 2024 is 212.1434

What is the AUM of HDFC Index Fund Nifty 50 Plan Direct Plan?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Index Fund Nifty 50 Plan Direct Plan is 12186.35 crore.

What is the expense ratio of HDFC Index Fund Nifty 50 Plan Direct Plan?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Index Fund Nifty 50 Plan Direct Plan is 0.2%

What are the returns of HDFC Index Fund Nifty 50 Plan Direct Plan since inception?

The HDFC Index Fund Nifty 50 Plan Direct Plan was launched on Jan 01 2013. The fund has delivered a CAGR of 13.56 since inception.

What is the minimum SIP amount to invest in HDFC Index Fund Nifty 50 Plan Direct Plan?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Index Fund Nifty 50 Plan Direct Plan is 100.

How do I invest in HDFC Index Fund Nifty 50 Plan Direct Plan?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Index Fund Nifty 50 Plan Direct Plan?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Index Fund Nifty 50 Plan Direct Plan?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Index Fund Nifty 50 Plan Direct Plan?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.