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HDFC Index Fund Nifty Plan-Direct Plan

Category: Equity Funds Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 0.15% As on (30-06-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 262.74 Cr As on (31-07-2017)
Turn over: 38.18
NAV as on


CAGR Since Inception


Nifty 50 Index 14.0%

PERFORMANCE of HDFC Index Fund Nifty Plan-Direct Plan

Scheme Performance (%)

Data as on - 19-02-2018

Yearly Performance (%)

Fund Managers

Mr. Krishan Kumar Daga

Mr. Daga is a B.Com (H). Prior to joining HDFC AMC he has worked with Reliance Mutual Fund, Reliance Capital Ltd., Deutsche Securities, B&K Securities, Brics Securities, JP Morgan Securities and HSBC Securities.

Investment Objective

The scheme aims to generate returns that are commensurate with the performance of CNX Nifty, subject to tracking errors.

RETURNS CALCULATOR for HDFC Index Fund Nifty Plan-Direct Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of HDFC Index Fund Nifty Plan-Direct Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Index Fund Nifty Plan-Direct Plan 13.32 0.51 -0.57 1.02 - -
Equity Funds Large Cap

PEER COMPARISION of HDFC Index Fund Nifty Plan-Direct Plan

Data as on - 19-02-2018
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PORTFOLIO ANALYSIS of HDFC Index Fund Nifty Plan-Direct Plan

Asset Allocation (%)

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