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HDFC NIFTY50 Equal weight Index Fund - Growth Option HDFC NIFTY50 Equal weight Index Fund - Growth Option

HDFC NIFTY50 Equal weight Index Fund - Portfolio Analysis

  • ₹15.9 (0.22%)

    Current NAV 13-02-2025

  • 5.22%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Dec-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 100.41%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 96.32
Mid Cap 4.09

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Automobiles

IT - Software

Pharmaceuticals & Biotechnology

Finance

Diversified FMCG

Food Products

Petroleum Products

Consumer Durables

Power

Cement & Cement Products

Insurance

Ferrous Metals

Metals & Minerals Trading

Agricultural Food & other Products

Retailing

Healthcare Services

Construction

Oil

Aerospace & Defense

Telecom - Services

Consumable Fuels

Transport Infrastructure

Non - Ferrous Metals

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
14-Feb-2025
Holdings PE Ratio
14-Feb-2025
1Y Return
ADANI ENTERPRISES LIMTIED Large Cap Metals & Minerals Trading (79.32) 2.12% 66.98 -32.99%
Indusind Bank Ltd. Mid Cap Banks (18.37) 2.07% 11 -30.85%
Sun Pharmaceutical Industries Ltd. Large Cap Pharmaceuticals & Biotechnology (45.77) 2.06% 35.71 11.88%
Cipla Ltd. Large Cap Pharmaceuticals & Biotechnology (45.77) 2.06% 23.57 2.13%
Dr Reddys Laboratories Ltd. Large Cap Pharmaceuticals & Biotechnology 2.06% - 0%
Kotak Mahindra Bank Limited Large Cap Banks (24.43) 2.05% 26.45 -0.13%
ITC LIMITED Large Cap Diversified FMCG (25) 2.04% 25.45 -0.46%
Tata Consumer Products Limited Large Cap Agricultural Food & other Products (95.61) 2.04% 87.72 -9.08%
Asian Paints Limited Large Cap Consumer Durables 2.03% - 0%
Mahindra & Mahindra Ltd. Large Cap Automobiles (30.6) 2.03% 29.53 77.45%
Nestle India Ltd. Large Cap Food Products (53.8) 2.03% 0 -11.66%
Trent Ltd. Large Cap Retailing (52.71) 2.03% 94.12 30.05%
HCL Technologies Ltd. Large Cap IT - Software (35.42) 2.03% 27.19 2.29%
Eicher Motors Ltd. Large Cap Automobiles (33.14) 2.02% 29.06 20.69%
Apollo Hospitals Enterprise Ltd. Mid Cap Healthcare Services (90.21) 2.02% 68.78 -7.21%
Tech Mahindra Ltd. Large Cap IT - Software (35.42) 2.02% 43.35 28.33%
Bajaj Finserv Ltd. Large Cap Finance (102.32) 2.02% 34.19 16.25%
Reliance Industries Ltd. Large Cap Petroleum Products (15.64) 2.01% 23.77 -17.94%
Hindustan Unilever Ltd. Large Cap Diversified FMCG (38.82) 2.01% 0 0%
Tata Motors Ltd. Large Cap Automobiles (95.46) 2.01% 40.82 136.49%
Britannia Industries Ltd. Large Cap Food Products (53.8) 2.01% 55 -1.67%
Bajaj Finance Ltd. Large Cap Finance (30.25) 2.01% 32.43 25.99%
UltraTech Cement Limited Large Cap Cement & Cement Products (55.96) 2.01% 44.61 34.3%
Larsen and Toubro Ltd. Large Cap Construction (37.01) 2% 32.6 -2.37%
Oil & Natural Gas Corporation Ltd. Large Cap Oil (8.04) 2% 7.6 -14.3%
Bharat Electronics Ltd. Large Cap Aerospace & Defense (41.63) 2% 36.63 37.71%
Bharti Airtel Ltd. Large Cap Telecom - Services (180.3) 2% 40.39 53.56%
Coal India Ltd. Large Cap Consumable Fuels (16.47) 2% 6.32 -24.29%
Maruti Suzuki India Limited Large Cap Automobiles (30.6) 2% 27.33 14.64%
NTPC Limited Large Cap Power (20.25) 2% 13.23 -8.52%
Power Grid Corporation of India Ltd. Large Cap Power (25.47) 2% 15.36 -6.3%
Bharat Petroleum Corporation Ltd. Large Cap Petroleum Products (15.64) 1.99% 7.92 -19.57%
HDFC Bank Ltd. Large Cap Banks (18.37) 1.99% 18.62 22.35%
Wipro Ltd. Large Cap IT - Software (35.42) 1.99% 26.03 19.91%
ICICI Bank Ltd. Large Cap Banks (18.37) 1.99% 17.7 23.29%
SBI Life Insurance Company Ltd. Large Cap Insurance (19.22) 1.99% 0 0.64%
Axis Bank Ltd. Large Cap Banks (24.43) 1.99% 28.68 29.81%
Shriram Finance Ltd. Large Cap Finance (29.84) 1.99% 13.24 30.57%
Adani Ports & Special Economic Zone Large Cap Transport Infrastructure (123.02) 1.99% 22.62 -16.42%
Bajaj Auto Limited Large Cap Automobiles (33.14) 1.99% 31.36 4.61%
Infosys Limited Large Cap IT - Software (35.42) 1.98% 27.83 11.22%
JSW Steel Ltd. Large Cap Ferrous Metals (20.62) 1.98% 20.56 23.11%
Grasim Industries Ltd. Large Cap Cement & Cement Products (50.71) 1.98% 41.96 16.58%
Tata Steel Ltd. Large Cap Ferrous Metals (29.45) 1.98% 61.14 -5.14%
Tata Consultancy Services Ltd. Large Cap IT - Software (35.42) 1.98% 29.13 -4.27%
HDFC Life Insurance Company Limited Large Cap Insurance (19.22) 1.98% 77.01 6.84%
State Bank of India Large Cap Banks (10.07) 1.97% 8.11 -3.01%
Titan Company Ltd. Large Cap Consumer Durables (76.96) 1.97% 88 -10.54%
Hero MotoCorp Ltd. Large Cap Automobiles (33.14) 1.96% 18.59 -19.83%
Hindalco Industries Ltd. Large Cap Non - Ferrous Metals (30.32) 1.93% 38.75 29.66%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for HDFC NIFTY50 Equal weight Index Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for HDFC NIFTY50 Equal weight Index Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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