HDFC Index Fund Nifty 50 PlanDirect Plan

Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 424.6
Expense Ratio
0.1%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
99.8012
(0.02 %)
NAV as on 2019-01-18
Returns
Fund
HDFC Index Fund Nifty 50 PlanDirect Plan
1 Year
1.44%
3 Year
15.42%
5 Year
12.71%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 0%, if redeemed between (0-3) days. No Exit load, if redeemed after 3 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.
Suitability
This product is suitable for investors who are seeking
• returns that are commensurate with the performance of the Nifty, subject to tracking errors over long term
• investment in equity securities covered by the Nifty
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,025
Portfolio Value
25
Total Returns