3 Year return
13.08%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹18104.74 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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
HDFC Mutual Fund Managers
KD
Krishan Kumar Daga
Fund Manager since Oct 2022
Fund House Details
HDFC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
23.61% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
23.66% |
0 |
UTI Nifty Next 50 Index Fund |
20% |
0 |
Schemes by HDFC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Quarterly IDCW Direct Plan Reinvestment
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale IDCW Direct Plan Payout
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Monthly IDCW Direct Plan Payout
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 | 16.58% |
Expense Ratio | 0.2% |
Fund Manager | Krishan Kumar Daga |
Fund Size | ₹18104.74 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 |
hello@hdfcfund.com | |
Website | https://www.hdfcfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Take the Guessing out of Investing
FAQs
What is today's NAV of HDFC Index Fund Nifty 50 Plan?
What is the AUM of HDFC Index Fund Nifty 50 Plan?
What is the expense ratio of HDFC Index Fund Nifty 50 Plan?
What are the returns of HDFC Index Fund Nifty 50 Plan since inception?
What is the minimum SIP amount to invest in HDFC Index Fund Nifty 50 Plan?
How do I invest in HDFC Index Fund Nifty 50 Plan?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- 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?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HDFC Index Fund Nifty 50 Plan?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- 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?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.