Investment Objective: To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY50 Equal Weight Index TRI (Underlying Index), subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.

What is the HDFC NIFTY50 Equal Weight Index Fund?

The HDFC NIFTY50 Equal Weight Index Fund is a mutual fund that aims to generate returns in line with the NIFTY50 Equal Weight Total Return Index (TRI), before fees and expenses. It follows an equal-weight strategy, holding an equal weight of each stock in the Nifty 50, thereby avoiding stock and sector concentration risk. The NIFTY50 Equal Weight Index is rebalanced quarterly where weights are rebalanced back to equal. The NIFTY50 Equal Weight Index shall be reconstituted semi-annually along with the NIFTY 50 Index.

Why invest in HDFC NIFTY50 Equal Weight Index Fund?

Objective to hold equal weight of each stock in the Nifty 50: The HDFC NIFTY50 Equal Weight Index Fund seeks to replicate the performance of the NIFTY50 Equal Weight TRI by holding an equal weight of each stock in the Nifty 50. This strategy helps to avoid concentration risk and ensures that the performance is not solely dependent on a few heavy-weight stocks or sectors.
Benefits from growth opportunities across stocks and sectors: By holding an equal weight of each stock, the HDFC NIFTY50 Equal Weight Index Fund aims to capture the growth opportunities across all stocks and sectors in the Nifty 50. This approach provides investors with a broader exposure and potential for better risk-adjusted returns.
Simple and effective investment solution: The HDFC NIFTY50 Equal Weight Index Fund offers a straightforward investment option for investors seeking to diversify their portfolios and avoid concentration risk.

Who should invest in HDFC NIFTY50 Equal Weight Index Fund?

The HDFC NIFTY50 Equal Weight Index Fund is suitable for investors who:

Seek to avoid stock and sector concentration risk
Prefer a passive investment approach that captures the growth opportunities across stocks and sectors
Have a long-term investment horizon and aim for wealth creation over time

What is the ideal investment time horizon for the HDFC NIFTY50 Equal Weight Index Fund?

HDFC NIFTY50 Equal Weight Index Fund is suitable for investors with a time horizon of 3 years and above.

How to invest in HDFC NIFTY50 Equal Weight Index Fund?

Investors can invest in the HDFC NIFTY50 Equal Weight Index Fund by visiting the HDFC Asset Management Company's website or reaching out to a registered mutual fund distributor. The fund can be purchased through various investment platforms.

For current constituents of NIFTY50 Equal Weight (Total Returns Index), please click here.

For changes to Index constituents, please click here.

Exit Load

NIL

Returns

15.17%

Inception Date

20/08/2021

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

3 years and above

Entry Load

Not Applicable

TER

Including Additional Expenses and Goods and Service Tax on Management Fees, if any.
Click here to view the Total Expense Ratio

0.86

Lock in

NIL

NAV NA

NAV

AUM (30/06/2025)

₹1,543.77 Cr.

Benchmark

NIFTY50 Equal Weight Index (Total Returns Index)

NIFTY50 Equal Weight...

Performance

No data available

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. # NIFTY50 Equal Weight TRI #...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 NIFTY50 Equal Weight Index Fund

SID - HDFC NIFTY50 Equal Weight Index Fund dated May 30, 2025

KIM - HDFC NIFTY50 Equal Weight Index Fund dated May 30, 2025

Leaflet - HDFC NIFTY50 Equal Weight Index Fund (May 2024)

Fund Facts

Passive Speak - Nifty100 EW and Nifty50 EW (May 2024)

Product Labelling

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 NIFTY50 Equal Weight Index over long term, subject to tracking error.
Investment in securities covered by the NIFTY50 Equal Weight Index

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

HDFC NIFTY50 Equal Weight 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 Product linked to NIFTY50 Equal Weight Index or particularly in the ability of the NIFTY50 Equal Weight Index to track general stock market performance in India. Please read the full Disclaimers in relation to the NIFTY50 Equal Weight Index in the Offer Document of the Product.