Returns
12.14%
Inception Date
03/11/2021
Very High
Min SIP
₹ 100
Ideal for
Wealth Creation
3 Years and above
An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.
NA
TER
The Total Expense Ration (TER) represents the costs for running and managing a Mutual Fund scheme. It is calculated as a percentage of the scheme’s average Net Asset Value (NAV). The daily NAV of a Mutual Fund is disclosed after deducting these expenses.
Disclaimer
Including Additional Expenses and Goods and Service Tax on Management Fees, if any. Click here to view the Total Expense Ratio
A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.
NA
Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.
NA
Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.
₹1,981.12 Cr.
A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.
Performance
| Scheme Returns (%) | |
| Benchmark Returns (%)# | |
| Additional Benchmark Returns (%)## | |
| Value of Investment of Rs 10,000 | |
| Scheme Returns (Rs.) | |
| Benchmark (Rs.)# | |
| Additional Benchmark (Rs.)## | |
- ^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 Aug 2025
Downloads
HDFC NIFTY Next 50 Index Fund
Presentation - HDFC NIFTY Next 50 Index Fund
Leaflet - HDFC NIFTY Next 50 Index Fund
SID - HDFC Nifty Next 50 Index Fund dated May 30, 2025
KIM - HDFC Nifty Next 50 Index Fund dated May 30, 2025
Leaflet
Fund Facts -HDFC NIFTY Next 50 Index Fund (Aug 25)
HDFC Thinking beyond the Nifty 50 (August 2025)
Exit Load
- 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.
Product Labelling
Benchmark Riskometer
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.
FAQs
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.