Overview (as on 04 Aug 2021)

NAV

₹151.9538

1y returns

48.036%

Fund AUM

₹3,343 Cr

Expense Ratio

0.2%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
37.21%
Tech
17.43%
Energy
12.14%
Basic Materials
8.25%
Defensive
8.05%
Consumer
6.40%
Health
3.59%
Industrials
3.42%
Communication
1.82%
Utilities
1.69%
Size Breakup
Large Cap
100.00%

Key Metrics

Beta 

1.0

Std deviation 

18.44%

Sharpe Ratio 

0.5

Holdings

Fund Details

Investment Objectives
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Name
HDFC Index Fund Nifty 50 Plan-Direct Plan
Scheme Document
Exit Load

For 0 - 3 Days: 0.25%

After 3 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Anand Laddha
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
cliser@hdfcfund.com
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Peer Funds

HDFC Index Fund Nifty 50 Plan-Direct Plan

NAV

₹151.9538

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Krishan Daga
Krishan Daga

leader

Qualifications
B.Com.
Work Experience
"Over 20 years of experience in capital markets May 2008 till date Reliance Capital Asset Management Limited Fund Manager - Equity : Managing funds and Portfolio analysis based on quantitative skills February 2008 till April 2008 Reliance Capital Asset Management Limited Vice President - Equity : Portfolio analysis based on quantitative skills July 2007 till January 2008 Reliance Capital Limited Vice President : Managing Database /quantitative analysis June 2006 till July 2008 Deutsche Securities Quantitative Analyst: Marketing Database /quantitative products. February 2006 till June 2006 B&K Securities Database Analyst : Managing Database /quantitative analysis July 2005 till January 2006 Brics Securities Database Analyst : Managing Database /quantitative analysis October 2004 till July 2005 J P Morgan Securities Associate : Managing Database /quantitative analysis April 1995 till October 2004 HSBC Securities Statistician : Managing Database /quantitative analysis"
Arun Agarwal
Arun Agarwal

manager

Work Experience
"null"

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