Returns
12.83%
Inception Date
01/01/2013
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
Including Additional Expenses and Goods and Service Tax on Management Fees, if any.
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.
₹20,526.70 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 50 TRI ## BSE SENSEX...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 50 Index Fund
SID - HDFC Nifty 50 Index Fund dated May 30,2025
KIM - HDFC Nifty 50 Index Fund dated May 30,2025
Fund Facts - HDFC NIFTY 50 Index Fund (Aug 25)
Exit Load
- In respect of each purchase/switch-in of Units, an Exit Load of 0.25% is payable if Units are redeemed/switched-out within 3 days from the date of allotment.
- No Exit Load is payable if Units are redeemed/switched-out after 3 days from the date of allotment.
No Entry/Exit Load shall be levied on bonus units and units allotted on dividend reinvestment
Product Labelling
Benchmark Riskometer
This product is suitable for investors who are seeking~
- returns that are commensurate with the performance of the NIFTY 50, subject to tracking errors over long term
- investment in equity securities covered by the NIFTY 50
~Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
NIFTY Disclaimer: The above mentioned Schemes offered by HDFC Asset Management Company Limited (HDFC AMC) having benchmark as NSE Indices are 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 Products or any member of the public regarding the advisability of investing in securities generally or in the Products linked to the NIFTY Indices to track general stock market performance in India. Please read the full Disclaimers in the Offer Document of the Products.
FAQs
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.