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 | 39.3% | - | - | 39.5% | ||||
| Category Average | 39.6% | 20.6% | 18% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.4
Alpha
3.23
SD
0.99
Beta
2.47
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
-
64.5%Fund Size - 73
-
23.5%Fund Size - 73
-
18.3%Fund Size - 73
-
- Other .
- Index .
-
- 4,443
-
64.8%Fund Size - 4,443
-
23.4%Fund Size - 4,443
-
18.3%Fund Size - 4,443
-
- Other .
- Index .
-
- 16,198
-
28.2%Fund Size - 16,198
-
17.4%Fund Size - 16,198
-
15.2%Fund Size - 16,198
-
- Other .
- Index .
-
- 7,194
-
28.1%Fund Size - 7,194
-
17.4%Fund Size - 7,194
-
15.2%Fund Size - 7,194
-
- Other .
- Index .
-
- 1,521
-
28.1%Fund Size - 1,521
-
17.4%Fund Size - 1,521
-
15.1%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
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Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
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- 358
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11.2%Fund Size - 358
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14.5%Fund Size - 358
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14%Fund Size - 358
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- Debt .
- Fixed Maturity Plans .
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- 170
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11.2%Fund Size - 170
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14.5%Fund Size - 170
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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
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Small Cap
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Multi Cap
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ELSS
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Dividend Yield
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Sectoral / Thematic
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Focused
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debt
Ultra Short Duration
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Overnight
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Floater
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hybrid
Arbitrage
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Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
43.1%Fund Size - 1,863
-
22%Fund Size - 1,863
-
19.6%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
34.2%Fund Size - 12,577
-
18.5%Fund Size - 12,577
-
19%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
46.2%Fund Size - 24,378
-
27.9%Fund Size - 24,378
-
18.9%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
42.6%Fund Size - 53,505
-
23.6%Fund Size - 53,505
-
18.9%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 118
-
48.5%Fund Size - 118
-
22.9%Fund Size - 118
-
18.4%Fund Size - 118
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 ₹13.9 as of 26 April 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 39.5% 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 26 April 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 26 April 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 - 6.81%
- Reliance Industr - 6.36%
- ICICI Bank - 4.76%
- Infosys - 3.31%
- Larsen & Toubro - 2.76%
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.