Index

HDFC

NIFTY Next 50 Index Fund

Index

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

Investment Objective: To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Next 50 TRI (Underlying Index), subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized

What is the Nifty Next 50 Index

The Nifty Next 50 Index comprises the next 50 large-cap and liquid stocks in India after the Nifty 50. These companies are typically ranked between the 51st and 100th positions in terms of their market capitalization. The Nifty Next 50 Index is a popular benchmark for exchange-traded products in India and provides investors with exposure to the growth potential of these next 50 large-cap companies.

Why HDFC Nifty Next 50 Index Fund?

The HDFC Nifty Next 50 Index Fund seeks to replicate the performance of the Nifty Next 50 Total Return Index (TRI) before fees and expenses. By investing in this Index Fund, investors can aim to earn returns similar to the Nifty Next 50 index.

  • Exposure to Large-cap companies: The HDFC Nifty Next 50 Index Fund provides investors with exposure to India's next 50 large-cap companies after the Nifty 50. These companies are poised to become potential leaders in their respective sectors, making the Index Fund a good option for investors looking to tap into the growth potential of emerging industry leaders.
  • Diversified Large Cap Exposure: By investing in this large-cap, you gain access to a diversified portfolio of large-cap stocks from various sectors. This diversification helps spread investment risk across multiple companies and sectors, potentially enhancing your risk-adjusted returns.
  • Lower Costs: Lower expenses makes investing in HDFC Nifty Next 50 Index Fund a cost-effective way for investors to earn index linked returns.
  • Complementary to NIFTY 50: The HDFC Nifty Next 50 Index Fund complements your exposure to the NIFTY 50 index, offering a balanced and comprehensive approach to capturing the performance of a broader range of large-cap companies.

Who should buy the HDFC Nifty Next 50 Index Fund?

The HDFC Nifty Next 50 Index Fund is suitable for investors who are keen to invest in the growth potential of large-cap companies in India. It is particularly suitable for investors who are:

  • Looking for exposure to the next tier of companies after the Nifty 50
  • Seeking a low-cost investment option
  • Interested in the potential of long-term wealth creation through index linked returns

What is the ideal investment time horizon for the HDFC Nifty Next 50 Index Fund?

The HDFC Nifty Next 50 Index Fund is suitable for investors with a time horizon of 3 years and above.

 

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

For changes to Index constituents, please click here.

Exit Load

Nil

No Entry / Exit Load shall be levied on bonus units. In respect of Systematic Transactions such as SIP, GSIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration / enrolment  shall be levied.

Performance

No data available
Scheme Returns (%)
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Value of Investment of Rs 10,000
Scheme Returns (Rs.)
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  • ^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # Nifty Next 50 TRI ## Nifty...Read More

Fund Managers

Mr. Arun Agarwal

Senior Fund Manager

Nandita Menezes

Fund Manager and Dealer - Equities

Top 10 Holdings

As on 31 May 2025

Downloads

HDFC NIFTY Next 50 Index Fund

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Presentation - HDFC NIFTY Next 50 Index Fund

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Leaflet - HDFC NIFTY Next 50 Index Fund

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SID - HDFC Nifty Next 50 Index Fund dated May 30, 2025

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KIM - HDFC Nifty Next 50 Index Fund dated May 30, 2025

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Leaflet

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Fund Facts

Product Labelling

Risk Icon

Benchmark Riskometer

Very High

This product is suitable for investors who are seeking~

  • Returns that are commensurate (before fees and expenses) with the performance of the NIFTY Next 50 Index over long term, subject to tracking error.
  • Investment in securities covered by the NIFTY Next 50 Index

 ~Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.

NSE Disclaimer: HDFC NIFTY Next 50 Index Fund "the Product" offered by “HDFC Asset Management Company Limited” is not sponsored, endorsed, sold or promoted by NSE INDICES LIMITED (formerly known as India Index Services & Products Limited (IISL)). NSE INDICES LIMITED does not make any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) and disclaims all liability to the owners of the Product or any member of the public regarding the advisability of investing in securities generally or in the the Product linked to NIFTY Next 50 Index or particularly in the ability of the NIFTY Next 50 Index to track general stock market performance in India. Please read the full Disclaimers in relation to the NIFTY Next 50 Index in the Offer Document of the Product.