HDFC BSE 500 Index Fund
Ticker: mf13515
Decent
71/100
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Business Overview
The HDFC BSE 500 Index Fund is a passive investment option that aims to replicate the performance of the BSE 500 Index, encompassing a diverse range of 500 large and mid-cap stocks in India. Ideal for long-term investors seeking exposure to the broader Indian equity market, this fund offers a systematic approach to wealth creation. By investing in this fund, you gain access to a well-diversified portfolio, making it suitable for both new and seasoned investors.
- Diversified exposure to 500 large and mid-cap stocks
- Passive investment strategy for long-term growth
- Ideal for both new and experienced investors
- Low expense ratio compared to actively managed funds
- Helps in building a balanced investment portfolio
Investment Thesis
HDFC BSE 500 Index Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term wealth creation.
- Strong backing from the reputable HDFC Group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics provide a favorable entry point compared to competitors.
- Diversified exposure to top 500 companies mitigates risk.
- Consistent historical performance showcases resilience and reliability.
Opportunity vs Risk
Opportunities
- Diversified exposure to top Indian companies
- Potential for long-term capital appreciation
- Low expense ratio compared to peers
- Systematic investment plan (SIP) flexibility
Risks ⚠️
- Market volatility affecting returns
- Economic slowdown impacts performance
- Regulatory changes in mutual funds
- High competition in fund management
Peer Perspective
HDFC BSE 500 Index Fund trades at a slight premium compared to peers like SBI Nifty Index Fund and ICICI Nifty Index Fund. A rerating could occur if it maintains margin stability while enhancing growth prospects.
📊 Stock Investment Checklist (100 Points)
HDFC BSE 500 Index Fund • Updated: 2025-09-29 12:17:56
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10BusinessHighThe fund is invested in a diversified portfolio of HDFC Group companies, which are in future-ready sectors.
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10GrowthHighConsistent revenue and profit growth observed in HDFC Group companies.
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10ProfitabilityHighStrong ROE and ROCE metrics, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers, but some stocks are at premium valuations.
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7BalanceHighStrong balance sheet with low debt levels and good liquidity.
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9GovernanceHighHigh promoter holding with minimal pledging and good disclosure practices.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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5TechnicalsGoodMarket sentiment is mixed, with moderate liquidity and price action.
Final Score & Verdict
Score 71 / 100
• Decent
The HDFC BSE 500 Index Fund shows a decent score with strong fundamentals and growth potential, but investors should be cautious of market volatility.