Scheme Overview
HDFC NIFTY Next 50 Index Fund - Growth Option
Category: Index Fund |
Launch Date: 03-11-2021 |
Asset Class: |
Benchmark: NIFTY Next 50 TRI |
Expense Ratio: 0.66% As on ( 31-03-2025) |
Status: Open Ended |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 1,758.37 Cr As on ( 31-03-2025) |
Turn over: 45.38 |
14.8828
-0.02 ( -0.1189% )
12.08%
NIFTY Next 50 TRI20.6%
PERFORMANCE of HDFC NIFTY Next 50 Index Fund - Growth Option
Scheme Performance (%) Data as on - 02-05-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
HDFC NIFTY Next 50 Index Fund - Growth Option | -2.84 | 14.64 | - | - | 12.08 |
Nifty Next 50 TRI | -1.66 | 15.8 | 22.64 | 14.08 | 20.6 |
Index Fund | 5.78 | 13.08 | 21.13 | 11.93 | 7.69 |
Yearly Performance (%)
Fund Managers
Arun Agarwal, Nirman S. Morakhia
Investment Objective
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Next 50 Index TRI (underlying Index), subject to tracking errors.
RETURNS CALCULATOR for HDFC NIFTY Next 50 Index Fund - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of HDFC NIFTY Next 50 Index Fund - Growth Option
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC NIFTY Next 50 Index Fund - Growth Option | 18.7 | - | - | |||
Index Fund | - | - | - | - | - | - |