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 Index Fund?

• Broad Diversified Exposure: The HDFC BSE 500 Index Fund 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 Index Fund a cost-effective way for investors to earn index linked returns.
• Comprehensive Market Coverage: The Index Fund 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 Index Fund 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 Index Fund:

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

Who should buy the HDFC BSE 500 Index Fund?

The HDFC BSE 500 Index Fund 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 Index Fund?

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

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

For changes to Index constituents, please click here.