HDFC S&P BSE 500 Index Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.3 %
Expense Ratio
Rating
58
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 32.3% | - | - | 35.5% | ||||
| Category Average | 33.2% | 18.6% | 18.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.41
Alpha
3.13
SD
0.99
Beta
2.34
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate returns that are c ommensurate (before fees and expenses) with the performance of the S&P BSE 500 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
Fund Managers
Nirman Morakhia
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 73
-
57.7%Fund Size - 73
-
21.5%Fund Size - 73
-
19.6%Fund Size - 73
-
- Other .
- Index .
-
- 4,443
-
58%Fund Size - 4,443
-
21.4%Fund Size - 4,443
-
19.5%Fund Size - 4,443
-
- Other .
- Index .
-
- 16,198
-
21.7%Fund Size - 16,198
-
15%Fund Size - 16,198
-
15.4%Fund Size - 16,198
-
- Other .
- Index .
-
- 7,194
-
21.6%Fund Size - 7,194
-
14.9%Fund Size - 7,194
-
15.4%Fund Size - 7,194
-
- Other .
- Index .
-
- 1,521
-
21.6%Fund Size - 1,521
-
14.9%Fund Size - 1,521
-
15.3%Fund Size - 1,521
AMC Contact Details
HDFC Mutual Fund
AUM:
6,17,677 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
More Funds from HDFC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 358
-
11.2%Fund Size - 358
-
14.5%Fund Size - 358
-
14%Fund Size - 358
-
- Debt .
- Fixed Maturity Plans .
-
- 170
-
11.2%Fund Size - 170
-
14.5%Fund Size - 170
-
14%Fund Size - 170
-
- Debt .
- Fixed Maturity Plans .
-
- 640
-
11.2%Fund Size - 640
-
14.5%Fund Size - 640
-
14%Fund Size - 640
-
- Debt .
- Fixed Maturity Plans .
-
- 74
-
11.2%Fund Size - 74
-
14.5%Fund Size - 74
-
14%Fund Size - 74
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
36.8%Fund Size - 1,863
-
19.9%Fund Size - 1,863
-
19.7%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
27.6%Fund Size - 12,577
-
16.3%Fund Size - 12,577
-
19.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
37.7%Fund Size - 24,378
-
24.9%Fund Size - 24,378
-
19.2%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
36.3%Fund Size - 53,505
-
21%Fund Size - 53,505
-
19.1%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 828
-
30.9%Fund Size - 828
-
18.8%Fund Size - 828
-
18.6%Fund Size - 828
Frequently Asked Questions
How to invest in HDFC S&P BSE 500 Index Fund – Direct Growth ?
You can invest in HDFC S&P BSE 500 Index Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC S&P BSE 500 Index Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC S&P BSE 500 Index Fund – Direct Growth ?
The NAV of HDFC S&P BSE 500 Index Fund – Direct Growth is ₹13.7 as of 10 May 2024.
How to redeem HDFC S&P BSE 500 Index Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC S&P BSE 500 Index Fund – Direct Growth?
The minimum SIP amount of HDFC S&P BSE 500 Index Fund – Direct Growth is ₹100
What are the top sectors HDFC S&P BSE 500 Index Fund – Direct Growth has invested in?
The top sectors HDFC S&P BSE 500 Index Fund – Direct Growth has invested in are
- Banks - 19.74%
- IT-Software - 10.26%
- Petroleum Products - 7.39%
- Finance - 5.3%
- Automobiles - 4.93%
Can I make investments in both the SIP and Lump Sum schemes of HDFC S&P BSE 500 Index Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of HDFC S&P BSE 500 Index Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have HDFC S&P BSE 500 Index Fund – Direct Growth generated ?
The HDFC S&P BSE 500 Index Fund – Direct Growth has delivered 35.5% since inception
What is the expense ratio of HDFC S&P BSE 500 Index Fund – Direct Growth ?
The expense ratio of HDFC S&P BSE 500 Index Fund – Direct Growth is 0.3 % as of 10 May 2024.
What is the AUM of HDFC S&P BSE 500 Index Fund – Direct Growth?
The AUM of HDFC S&P BSE 500 Index Fund – Direct Growth is ₹6,17,677 Cr as of 10 May 2024
What are the top stock holdings of HDFC S&P BSE 500 Index Fund – Direct Growth?
The top stock holdings of HDFC S&P BSE 500 Index Fund – Direct Growth are
- HDFC Bank - 6.93%
- Reliance Industr - 6.08%
- ICICI Bank - 4.86%
- Infosys - 3.05%
- Larsen & Toubro - 2.55%
How can I redeem my investments in HDFC S&P BSE 500 Index Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC S&P BSE 500 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC S&P BSE 500 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.