IDFC S&P BSE Sensex ETF (G)

IDFC S&P BSE Sensex ETF (G) is an Exchange Traded Fund which is benchmarked to S&P BSE SENSEX TR INR. IDFC S&P BSE Sensex ETF (G) is managed by the IDFC Asset Management Company Limited with the fund managers being Nemish Sheth. The IDFC S&P BSE Sensex ETF (G) was launched on Oct 07, 2016 with no lock-in period. Since its inception, the fund has delivered 14% as a return on investment. The fund has delivered a 1-year return of 4.4%, a 3-year return of 16%, and a 5-year return of 12.6%.

As on 6 Feb, 2023 the NAV of the fund is Rs 638.49 and the AUM is Rs 0.90 crores. The fund charges an expense ratio of 0.35% on an annual basis. You can start a SIP with an investment of a minimum of Rs 100. You can make a lumpsum investment of minimum of Rs 5000.

Since the scheme is benchmarked to S&P BSE SENSEX TR INR, the fund is subject to very high risk and it may witness volatility in the short term. Hence, an exchange-traded fund is more suitable for an investment horizon of more than 5 years. The IDFC S&P BSE Sensex ETF (G) has an asset allocation of 0% in equity and equity equivalents and 0% in debt securities.

Scripbox provides a unique feature through which you can compare the performance of IDFC S&P BSE Sensex ETF (G) with another fund in a similar category. This way you can make a well-informed investment decision.