Hdfc Nifty Next 50 Index Fund Growth Direct Plan

16.05
NAV (May 22,2024)

The HDFC NIFTY Next 50 Index Fund - Growth - Direct Plan is a popular investment option with an expense ratio of 0.3%. With a PE value of 56.86 and a PB value of 9.97, this fund offers a balanced growth opportunity. The scheme has an AUM of 433.56 crore and requires a minimum investment of only 100 INR. There is no lock-in period for this fund, providing investors with flexibility. The fund was established on November 3, 2021.

Hdfc Nifty Next 50 Index Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hdfc Nifty Next 50 Index Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    56.86
  • P/B Ratio
    UM_URBAN_MONEY

    9.97
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.30%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

433.56 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on May 24, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,576.47 (15.76%)14,676.62 (46.77%)16,715.42 (67.15%)-- (--)-- (--)
34,729.41 (15.76%)44,029.86 (46.77%)50,146.26 (67.15%)-- (--)-- (--)
57,882.35 (15.76%)73,383.1 (46.77%)83,577.1 (67.15%)-- (--)-- (--)
92,611.76 (15.76%)1,17,412.96 (46.77%)1,33,723.36 (67.15%)-- (--)-- (--)
1,15,764.7 (15.76%)1,46,766.2 (46.77%)1,67,154.2 (67.15%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Trent Ltd4.19%
  • Bharat Electronics Ltd4.10%
  • Shriram Finance Ltd3.55%
  • The Tata Power Company Ltd3.50%
  • Hindustan Aeronautics Limited3.27%
  • Cholamandalam Investment & Finance Co Ltd3.16%
  • Indian Oil Corporation Ltd2.97%
  • TVS Motor Company Ltd2.93%
  • DLF LIMITED2.91%
  • GAIL India Ltd2.72%
  • Bank of Baroda2.68%
  • Godrej Consumer Products Ltd2.66%
  • InterGlobe Aviation Ltd2.64%
  • Pidilite Industries Ltd2.58%
  • INFO EDGE INDIA LIMITED2.48%
  • Ambuja Cements Ltd2.38%
  • Shree Cement Ltd2.38%
  • ICICI Lombard General Insurance Co2.26%
  • SRF Ltd2.24%
  • Siemens Ltd2.23%
  • Vedanta Ltd2.15%
  • Havells India Ltd2.13%
  • Colgate Palmolive I Ltd2.10%
  • Dabur India Ltd2.03%
  • United Spirits Limited2.02%
  • Canara Bank1.83%
  • Punjab National Bank1.77%
  • Marico Ltd1.77%
  • PI Industries Ltd1.76%
  • Jindal Steel & Power Ltd1.71%
  • Zomato Ltd1.70%
  • Indian Railway Catering And Tourism Corp Ltd1.68%
  • Avenue Supermarts Ltd1.58%
  • ABB India Ltd1.54%
  • Varun Beverages Ltd1.54%
  • Adani Green Energy Limited1.51%
  • Samvardhana Motherson International Ltd1.50%
  • SBI CARDS AND PAYMENT SERVICES LIMITED1.39%
  • Torrent Pharmaceuticals Ltd1.31%
  • ICICI Prudential Life Insurance Company Ltd1.29%
  • Bosch Limited1.18%
  • Zydus Lifesciences Limited1.09%
  • Berger Paints I Ltd1.05%
  • Muthoot Finance Ltd1.00%
  • Bajaj Holdings & Investment Ltd0.86%
  • Adani Energy Solutions Limited0.81%
  • ADANI TOTAL GAS LIMITED0.70%
  • Life Insurance Corporation of India0.54%
  • Procter & Gamble Hygiene & Healthca0.42%
  • TREPS Tri party Repo0.23%
  • Adani Wilmar Limited0.14%
  • Net Current Assets-0.17%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

16.88%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

13.96%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.08%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

12.06%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.98%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.96%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.52%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

10.22%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

10.10%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

41.85%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

36.73%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

35.46%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

25.76%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

24.41%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

24.26%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.12%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

23.72%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

12.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

18.71%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

16.15%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.62%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.29%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.86%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.31%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.05%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.61%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Fund Managers

NM

Mr. Nirman MorakhiaFund Manager

AA

Mr. Arun Agarwalfund manager - Equity

Mr. Arun Agarwal having more than 9 years in Equity, Money Market More than 9 years in Equity, Money Market Internal Audit.

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