HDFC Index Fund- NIFTY 50 Plan Overview

Mutual Fund

HDFC Index Fund Nifty 50 Plan is an open ended equity fund under large cap category. Previously this fund was named HDFC Index Nifty Fund. The investment objective of HDFC Index Fund Nifty 50 Plan is to generate stable returns that is suitably in sync with Nifty 50 Plan Index performance. But there is no guarantee on the returns expected.

HDFC Index Fund Nifty 50 Plan was launched on July 17, 2002. Investors are offered with HDFC Index Fund Nifty 50 Plan growth scheme in order to fulfill the investment objective. HDFC Index Fund Nifty 50 Plan exit load is nil if the fund units are switched out or redeemed after 3 days of the allotment date. 

Investment Facts of HDFC Index Fund Nifty 50 Plan

  • HDFC Index Fund Nifty 50 Plan portfolio allocation focuses on large cap stocks which suitably syncs with the performance of NIFTY 50.
  • The last 3 year and 5 year returns of HDFC Index Fund Nifty 50 Plan growth scheme are 15.35% and 16.42% respectively.
  • You can opt fot this mutual fund scheme online in India which is very easy.
  • The risk profile of HDFC Index Fund Nifty 50 Plan is moderately high.
  • The investment in HDFC Index Fund Nifty 50 Plan focuses on stock investments that closely relates to the stock’s weightage in the NIFTY 50 Index.

Top 5 Sectors of HDFC Index Fund NIFTY 50 Plan

Sl No Holding Name Net Assets (in %)
1Bank – Private   26.19
2IT – Software 13.62
3Refineries   11.42
4Finance – Housing   7.53
5Cigarettes/Tobacco   5.43
(as on 30/04/2019)


Top 10 Holdings of HDFC Index Fund NIFTY 50 Plan

S.No.Holding Name Net Assets (in %)
1HDFC Bank Ltd.10.63
2Reliance Industries Ltd.9.94
3Housing Development Fin. Corp. Ltd.$6.92
4Infosys Limited6.02
5ICICI Bank Ltd.5.5
6ITC Ltd.5.43
7Tata Consultancy Services Ltd.4.48
8Kotak Mahindra Bank Limited3.8
9Larsen and Toubro Ltd.3.64
10Axis Bank Ltd.3.24

(as on 30/04/2019)

HDFC Index Fund NIFTY 50 Plan Details

Launch Date- July 17, 2002
Fund Manager- Mr. Krishan Kumar Daga
Risk- Moderately High
Benchmark- NIFTY 50 Total Returns Index
Return Since Launch- 15.12%

AUM- Rs. 691.81 crore (as on 31st Mar, 2019)

HDFC Index Fund NIFTY 50 Plan performance table is shown below-

1-Year3-Year5-Year10-Year
Fund10.3515.3512.8813.11
S&P BSE Sensex 50 TRI10.1916.4213.815.24
Category6.6314.2413.0213.95
Rank within Category33293423
Number of funds in category91766239
As on Apr 30, 2019

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