HDFC NIFTY Top 20 Equal Weight Index Fund - Regular Growth
Expense Ratio: 0.79
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Top 20 Equal Weight TRI
Inception: 07-03-2025
Exit Load: Nil
Fund Size:₹86.48 Cr
Performance
1Y
Fund-4.96%
Cat. Avg.2.17%
2Y
FundN/A
Cat. Avg.2.83%
3Y
FundN/A
Cat. Avg.10.63%
5Y
FundN/A
Cat. Avg.10.85%
10Y
FundN/A
Cat. Avg.11.36%
SI
Fund-0.71%
Cat. Avg.6.85%
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 | Titan Company Ltd. | 3.90 | 5.17% |
| 2 | Sun Pharmaceutical Industries Ltd. | 3.86 | 5.12% |
| 3 | Larsen and Toubro Ltd. | 3.84 | 5.09% |
| 4 | Bharti Airtel Ltd. | 3.81 | 5.05% |
| 5 | ITC LIMITED | 3.80 | 5.04% |
| 6 | Maruti Suzuki India Limited | 3.80 | 5.04% |
| 7 | NTPC Limited | 3.80 | 5.04% |
| 8 | Hindustan Unilever Ltd. | 3.79 | 5.03% |
| 9 | Tata Consultancy Services Ltd. | 3.79 | 5.02% |
| 10 | Infosys Limited | 3.77 | 5.00% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 57624 | -4.0% | -8.2% |
| SI | 07 Apr, 25 | 80000 | 77173 | -3.5% | -5.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 95045 | -5.0% | -5.0% |
| SI | 25 Mar, 25 | 1 L. | 99074 | -0.9% | -0.7% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.