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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.20 | 33.12 | 1.06 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 42.93 | 1.39 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 50 - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Nifty 50 Index Fund | 18.89% | 14.46% | 13.75% |
UTI Nifty 50 Index Fund | 18.93% | 14.49% | 13.62% |
ICICI Pru Nifty 50 Index Fund | 18.87% | 14.46% | 13.69% |
SBI Nifty Index Fund | 18.93% | 14.49% | 13.33% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
12.11 %
Holdings
8.37 %
Holdings
8.31 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,64,703.97 Cr.
Nirman Morakhia
AUM: ₹1,57,228.00 Cr.
|
Exp: 14yrs
Arun Agarwal
AUM: ₹1,57,228.00 Cr.
|
Exp: 9yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%