Comprehensive analysis of HDFC NIFTY50 Equal Weight Index Fund (G) (42222) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
HDFC Asset Management Company Ltd
To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY50 Equal Weight Index TRI (Underlying Index), subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Fund management costs
Fund manager experience
Assets under management
Risk-adjusted returns
This fund has underperformed its benchmark by 1.02% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 2.43% |
| Hindustan Unilever Ltd | FMCG | 2.26% |
| Jio Financial Services Ltd | Finance | 2.22% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.17% |
| Asian Paints Ltd | Paints/Varnish | 2.14% |
| UltraTech Cement Ltd | Cement | 2.13% |
| ICICI Bank Ltd | Banks | 2.12% |
| Jio Financial Services Ltd | Finance | 2.12% |
| Cipla Ltd | Pharmaceuticals | 2.10% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 2.09% |
Compare against Index Fund category average
This comparison shows how the fund performs relative to the Index Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Index Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (IDCW) | ₹1233.29 | 6.17% | 11.30% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (G) | ₹1233.29 | 6.17% | 11.30% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (G) | ₹1229.16 | 6.09% | 11.14% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (IDCW) | ₹1229.15 | 6.09% | 11.14% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (G) | ₹1199.62 | 4.94% | 9.12% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (IDCW | ₹1199.62 | 4.94% | 9.12% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (IDCW) | ₹1195.53 | 4.86% | 8.96% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (G) | ₹1195.51 | 4.86% | 8.96% | N/A |
| HDFC BSE Sensex Index Fund - Direct | ₹790.24 | 7.25% | 6.29% | 17.66% |
| HDFC BSE Sensex Index Fund - Regular | ₹771.61 | 7.17% | 6.12% | 17.46% |
A seasoned investment professional with over 4 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.