Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
HDFC NIFTY Realty Index Fund - Direct Plan
|
Very High
|
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0.40 |
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Very High
|
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-- |
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Very High
|
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0.44 |
||||
Very High
|
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0.57 |
||||
Very High
|
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0.39 |
₹115 Cr
--
100
--
100
6
Investment Strategy
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Realty Index (TRI), subject to tracking error.
Suitability
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
HDFC NIFTY Realty Index Fund - Direct Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective.
Mutual funds can be bought directly from the website of the fund house. For instance, HDFC NIFTY Realty Index Fund - Direct Plan fund can be purchased from the website of HDFC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HDFC NIFTY Realty Index Fund - Direct Plan is ₹11.5620 as of 14-Aug-2024.
The AUM of HDFC NIFTY Realty Index Fund - Direct Plan Fund is ₹115 Cr as of 31-Jul-2024
The riskometer level of HDFC NIFTY Realty Index Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
23.71
|
|
15.21
|
|
15.10
|
|
13.85
|
|
10.55
|
As of 31-Jul-2024, HDFC NIFTY Realty Index Fund - Direct Plan had invested 99.81% in Equity and 0.19% in Cash & Cash Eq. See More
HDFC NIFTY Realty Index Fund - Direct Plan is 0 years 4 months old. It has delivered 15.62% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
--
|
--
|
--
|
--
|
--
|
15.62%
|
No, There is no lock in period in HDFC NIFTY Realty Index Fund - Direct Plan.
The expense ratio of HDFC NIFTY Realty Index Fund - Direct Plan is 0.40.