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HDFC BSE 500 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 39.07 | N/A | N/A | N/A |
Average Rolling Returns(%) | 40.26 | N/A | N/A | N/A |
The Current NAV of HDFC BSE 500 Index Fund - Growth - Direct Plan is ₹15.72.
It is better to invest in a fund with a longer track record as HDFC BSE 500 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
HDFC BSE 500 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.30%
The process for redemption is
The AUM of HDFC BSE 500 Index Fund - Growth - Direct Plan is currently ₹186 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 32% of fund’s portfolio respectively.
Top three sectors of HDFC BSE 500 Index Fund - Growth - Direct Plan fund are BFSI, IT and Construction & Infrastructure accounting for 47% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC BSE 500 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Nirman Morakhia and Arun Agarwal manage the HDFC BSE 500 Index Fund - Growth - Direct Plan Fund.
HDFC BSE 500 Index Fund - Growth - Direct Plan current PE ratio is 45.38 and PB ratio is 8.63
The asset allocation of HDFC BSE 500 Index Fund - Growth - Direct Plan is Stocks : 100%, Debt : 0.01% and Gold : 0%
The minimum SIP amount for HDFC BSE 500 Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC BSE 500 Index Fund - Growth - Direct Plan is Nil