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-3.39%
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund0.23%
Cat. Avg.7.02%
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% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58341 | -2.8% | -5.6% |
| SI | 07 Apr, 25 | 80000 | 78134 | -2.3% | -3.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 96400 | -3.6% | N/A |
| SI | 25 Mar, 25 | 1 L. | 1.00 L. | +0.3% | +0.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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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.