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HDFC NIFTY Next 50 Index

HDFC NIFTY Next 50 Index

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation22.8%
Maximum Drawdown-26.1% | Oct 2024
Sharpe Ratio-0.01

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Technology3.3%
Services10.37%
Capital Goods27.83%
Consumers22.03%
Financial Services17.65%
Energy & Infra6.33%
Utilities12.5%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Divi's Laboratories LtdServices4.84%
TVS Motor Co LtdConsumers3.95%
Hindustan Aeronautics Ltd Ordinary SharesCapital Goods3.63%
Tata Motors LtdConsumers3.61%
Adani Power LtdUtilities3.48%
Samvardhana Motherson International LtdConsumers2.96%
Torrent Pharmaceuticals LtdServices2.89%
Cholamandalam Investment and Finance Co LtdFinancial Services2.88%
Vedanta Aluminium Metal LtdCapital Goods2.87%
Cummins India LtdCapital Goods2.64%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

NM

Nandita Menezes

Lead Portfolio Manager

Ms. Nandita Menezes has experience of 2 years. Manages 99 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹2,56,735 Cr

AA
Arun Agarwal
Co-Portfolio Manager

Mr. Arun Agarwal has experience of 29 years. Manages 127 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹2,56,735 Cr Holds a B.Com degree.

Team

30 years

Combined Team Experience

AUM

₹ 5,13,470 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCHDFC Asset Management Co Ltd

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)0.72%

iconRegulatory & Tax Information

INF179KC1BR7
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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