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Fund Facts
  • Name of Fund:
    HDFC NIFTY Realty Index
  • Opening:
    7th March 2024
  • Closing:
    21st March 2024
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Rs. 100 and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    Nil
  • Thereafter:
    Nil

Fund Stats

Objective

To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Realty Index (TRI), subject to tracking error.

  • Benchmark:

  • BSE REALTY

  • Fund Manager:

  • Nirman Morakhia, Arun Agarwal

Asset Allocation

95-100% Securities covered by NIFTY Realty Index
upto 5% Money Market
Comparable existing schemes
SBI Nifty Index Fund 9.81(6M) 29.32(1Y)
ICICI Prudential Nifty Auto Index Fund 23.37(6M) 67.10(1Y)

Fund Prognosis

Idea Distiller

Realty has been a dominant component of the stock markets last year. And the fund obviously wants to cash in on it.

  • Fund House AAUM:

  • Rs 55600689.19 Lakhs(as on 31st December 2023)

  • Fund Manager:

  • Combined experience of above 25 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Very high and if you are an aggressive investor, then this has to be in your portfolio. But tread with caution.