BSE Scrip Code: 543774

NSE Symbol: HDFCBSE500

An open ended scheme replicating/tracking BSE 500 Index (TRI)

Investment Objective: To generate returns that are commensurate (before fees and expenses) with the performance of the BSE 500 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.

What is the BSE 500 Index?

The BSE 500 Index is a comprehensive index that represents the performance of 500 companies listed on the Bombay Stock Exchange (BSE). It provides exposure to a wide range of companies across largecap, midcap, and smallcap segments, offering investors a diversified investment opportunity.

Why HDFC BSE 500 ETF?

• Broad Diversified Exposure: The HDFC BSE 500 ETF provides investors with exposure to a diverse portfolio of 500 companies listed on the BSE 500 Index. This diverse mix includes largecap, midcap, and smallcap companies, offering investors the opportunity to participate in the growth potential of various market segments.
• Lower Costs: Lower expenses makes investing in HDFC BSE 500 ETF a cost-effective way for investors to earn index linked returns.
• Comprehensive Market Coverage: The ETF offers an 'All-in-One' index experience, encompassing exposure to largecaps, midcaps, and smallcaps within a single index. This comprehensive coverage allows investors to likely benefit from the performance of companies across different market capitalizations.
• Simple and Effective Solution: The HDFC BSE 500 ETF provides a straightforward investment option for a potential long-term wealth creation. It offers investors an easy way to gain broad exposure to a diversified portfolio of companies in the Indian market.

Additional benefits of HDFC BSE 500 ETF:

• Balanced Composition: With a mix of largecaps, midcaps, and smallcaps, the ETF’s composition allows investors to potentially benefit from different market conditions and stages.

Who should buy the HDFC BSE 500 ETF?

The HDFC BSE 500 ETF is suitable for investors who are interested in gaining broad diversified exposure to the Indian market. It may be particularly suitable for investors who:

• Seek exposure to companies across largecap, midcap, and smallcap segments
• Prefer a low-cost investment option
• Have a long-term investment horizon for potential wealth creation

What is the ideal investment time horizon for the HDFC BSE 500 ETF?

The HDFC BSE 500 ETF is suitable for investors with a time horizon of 3 years and above.

How to buy the HDFC BSE 500 ETF?

A. On the Stock Exchange: Investors can buy HDFC BSE 500 ETF units through a stockbroker on the Stock Exchange(s) i.e. NSE/BSE.

B. Directly with the Fund: Market Makers/Large Investors:

On an ongoing basis, Market Makers and Large Investors* may approach the Fund directly for subscription/redemption of units of the ETF at the Intra-Day NAV in multiples of Creation Unit size. *The minimum application amount for Large Investors shall be Rs. 25 Crores and in multiples of Creation Unit Size^.

^ Not Applicable till  February 28, 2025  for a) Schemes managed by Employee Provident Fund Organisation, India and b) Recognised Provident Funds, approved gratuity funds and approved superannuation funds under Income tax act, 1961.

 

For current constituents of BSE 500 Total Returns Index,  please click here.

For changes to Index constituents, please click here.

For list of Market Makers, click here