HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option
equity
large cap
AUM : ₹ 80.13 Cr
Investment Returns Calculator
₹
₹
Estimated Growth
Total Investment:
₹ NA
Estimated Returns:
₹ NA
Future Value
₹ NA
Returns
| Tenure | Fund Return | Category Average | Rank Within Category |
|---|---|---|---|
| 1 Year | 14.97% | 12.37% | 26/20 |
| 3 Years | NA | 17.95% | NA |
| 5 Years | NA | 14.46% | NA |
| 10 Years | NA | 14.42% | NA |
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Peer Comparison
Fund Managment
Fund Managment
Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.
About this Fund
Riskometer
A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.
Additional Details
Fund Category: equity
What is Fund type?
A fund type refers to the asset allocation pattern or the investment strategy of a mutual fund. Based on the asset allocation pattern/ investment strategy Mutual funds are classified into
- Equity funds
- Debt funds
- Hybrid funds
- Solution oriented funds such as retirement fund and children’s fund, and
- Other schemes such as Index funds/ETFs and Fund of funds.
Each type of fund has different risks, rewards and features.
Sub Category: large cap
What is Fund Sub type?
A fund sub-category is the categorization of mutual funds within a broader category based on factors like investment style. Understanding the fund sub-categories helps investors choose the right mutual funds that fit their investment objectives. For example, there are 16 sub-categories of debt mutual funds, including liquid funds, money market funds, corporate bond funds, etc.
Benchmark Index: NIFTY 100 Equal Weighted TRI
What is Benchmark index ?
The Benchmark index for a particular mutual fund is the standard against which the scheme plans to measure its performance. It indicates how much an individual’s investment should have earned, which can be used to compare the actual earnings. Ideally, a mutual fund’s target must match the benchmark performance.
Performance Ratios
(Mean)
It is a statistical value that illustrates the average returns generated by a fund over specified duration.
(Alpha)
This determines if a fund can offer returns beyond, under, or similar to market benchmarks.
(Beta)
This measures how efficiently a fund can respond to market volatilities and fluctuations.
(Std. Deviation)
This decides how far returns can deviate from expected returns, and its risk ratio.
(Sharpe)
This estimates a fund’s risk-adjusted returns and the gains it can derive over risk-free returns.
(Sortino)
This measures a fund’s performance, regarding downward deviation, which is standard deviation of negative returns.
(Portfolio)
This is the frequency of assets changing annually, due to market conditions and fund management.
What is Performance Ratios?
The performance ratio helps you analyse and compare various mutual funds schemes. Through this ratio, you can understand which AMC or investment can offer you inflation-beating gains, risk adjustment, ideal asset allocation, etc. Performance ratios are calculated through the means of alpha, beta, standard deviation, sharpe ratio, sortino ratio, and portfolio turnover.
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Frequently Asked Questions About Mutual Funds
What category of mutual funds does the HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option fall under?
The HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option is a large cap.
Who is this fund suitable for?
What is the CRISIL ranking for this fund?
What is the benchmark for HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option?
What is the risk rating of this fund?
What is the current tax rate for long term capital gains of this fund if you withdraw after one year?
What is the current tax rate for short term capital gains of the HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option if you withdraw before the completion of a year?
Minimum investment Amount
Min. SIP Amount
₹100
Min. Lumpsum Amount
₹100
Min. Additional Amount
₹100
Expense Ratio/Exit Load/Taxation
Expense Ratio
Expense Ratio
This ratio refers to the fee charged by the AMC for managing your mutual fund.
0.4 %
Exit Load
NA
Taxation
Taxation
STCG Taxation: 15% + surcharge at 10% or 15% with 4% health and education cess Individual: 17.94%; HUF: 17.16% LTCG Taxation: 10% without indexation or benefit for foreign currency conversion Surcharge: 10% or 14% with 4% health and education cess Individual: 11.96% ; HUF: 11.44%
Equity STCG: 15%Up to 12 months
Equity LTCG: 10%More than 12 months
Investment Objective
HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY 100 Equal Weight Index TRI (Underlying Index), subject to tracking error.
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