HDFC NIFTY Top 20 Equal Weight Index Fund - Direct
Expense Ratio: 0.3
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Top 20 Equal Weight TRI
Inception: 07-03-2025
Exit Load: Nil
Fund Size:₹86.48 Cr
Performance
1Y
Fund-8.35%
Cat. Avg.-0.92%
2Y
FundN/A
Cat. Avg.0.42%
3Y
FundN/A
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund-0.63%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Maruti Suzuki India Limited | 4.86 | 5.35% |
| 2 | Eternal Limited | 4.71 | 5.19% |
| 3 | Titan Company Ltd. | 4.64 | 5.12% |
| 4 | Bajaj Finance Ltd. | 4.62 | 5.10% |
| 5 | HDFC Bank Ltd.£ | 4.59 | 5.06% |
| 6 | Mahindra & Mahindra Ltd. | 4.56 | 5.03% |
| 7 | ICICI Bank Ltd. | 4.56 | 5.03% |
| 8 | NTPC Limited | 4.55 | 5.02% |
| 9 | Sun Pharmaceutical Industries Ltd. | 4.53 | 4.99% |
| 10 | State Bank of India | 4.52 | 4.99% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57926 | -3.5% | -7.1% |
| SI | 07 Apr, 25 | 95000 | 91706 | -3.5% | -4.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91650 | -8.4% | -8.4% |
| SI | 25 Mar, 25 | 1 L. | 99024 | -1.0% | -0.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.