An open ended scheme replicating / tracking NIFTY 50 index (TRI)

Investment Objective: The investment objective of the Scheme is to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.

What is the Nifty 50 Index?

The Nifty 50 is a broad-based index comprising 50 large and liquid blue-chip stocks across multiple sectors. It is currently one of the most widely used benchmarks for Indian investors. The index has a 27-year price history. Price changes in the Nifty index are a good reflection for understanding Corporate India’s performance since 1995.

Why invest in HDFC Index Fund - NIFTY 50 Plan?

• Diversified Large Cap Exposure: The Index Fund provides investors with exposure to the largest 50 companies forming part of the Nifty 50 Index. These companies are considered blue-chip and are leaders in their respective industries. Investing in these well-established companies allows investors to participate in the growth story of India.
• Lower Costs: Lower expenses makes investing in the HDFC Index Fund - NIFTY 50 Plan a cost-effective way for investors to earn index linked returns.
• Simplicity and Effectiveness: The HDFC Index Fund - NIFTY 50 Plan provides a straightforward investment solution for investors aiming at long-term wealth creation. By tracking the Nifty 50 index, investors can easily understand and participate in the overall performance of India's leading companies forming part of the underlying index.

Additional benefits of HDFC Index Fund - NIFTY 50 Plan:

• Diversification across stocks and sectors: The Index Fund provides exposure to a broadly diversified portfolio of equity securities across the largest 50 companies listed in India. This diversification helps spread investment risk across multiple companies and sectors.
• Tracking Blue-Chip Companies: The Index Fund closely tracks the behaviour of blue-chip companies forming part of the Nifty 50 index
• Lower Volatility: The Nifty 50 Index, and consequently the HDFC Index Fund - NIFTY 50 Plan, tends to be less volatile compared to mid and small-cap indices since it consists of Large Cap companies, making it a relatively stable investment option.

Who should invest in HDFC Index Fund - NIFTY 50 Plan?

HDFC Index Fund - NIFTY 50 Plan is suitable for investors who:

• Are relatively new to equity investing and seek diversified exposure to large-cap companies in India
• Desire a low-cost investment option to earn index linked returns
• Are looking for a long-term investment solution with an aim to build wealth over time

What is the ideal investment time horizon for the HDFC Index Fund - NIFTY 50 Plan?

The HDFC Index Fund - NIFTY 50 Plan is suitable for investors with a time horizon of 3 years and above.

For current constituents of NIFTY 50 (Total Returns Index),  please click here.

For changes to Index constituents, please click here.