HDFC BSE 500 Index Fund - Regular Plan - Growth Option

Fund House: HDFC Mutual Fund
Category: Index Fund
Launch Date: 03-04-2023
Asset Class:
Benchmark: BSE 500 TRI
TER: 0.81% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 253.59 Cr As on 30-06-2025(Source:AMFI)
Turn over: 3.9% | Exit Load: NIL

15.2939

20.61%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnHDFC BSE 500 Index Fund - Regular Plan -Growth OptionHDFC BSE 500 Index Fund - Regular Plan - Growth OptionNIFTY 500 TRIIndex FundGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 acheived.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.18%

Others

0.24%

Large Cap

71.72%

Mid Cap

17.86%

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