Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 731.7539
NAV (Nov 8)
Last 1Y | 23.3% |
Last 3Y | 10.4% |
Last 5Y | 15.3% |
Last 10Y | 11.9% |
Since Inception | 15% |
6 Month CAGR | 9% |
The scheme aims to generate returns that are commensurate with the performance of S&P BSE Sensex, subject to tracking errors.
Expense Ratio | 0.36% |
Launched 22Y ago | 2002-07-17 |
AUM in Crores | 7945.9 |
ISIN | - |
Lock-in (days) | No Lock-in |
Benchmark | BSE Sensex Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.9 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HDFC Index Fund - BSE Sensex Plan (G) | 10,72,778 | 3,40,166 | 15.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
HDFC Bank Ltd.
13%Reliance Industries Ltd.
10.88%ICICI Bank Ltd.
9.12%Infosys Ltd.
7.21%ITC Ltd.
4.89%Financial
36.48%Technology
14.4%Energy
14.1%Consumer Staples
8.64%Automobile
6.99%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
HDFC Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
15.7% | 6.8% | ||
19% | 13.1% | ||
6.6% | 7.8% | ||
5.7% | 5.9% | ||
6.2% | 8.1% |
HDFC Index Fund - BSE Sensex Plan Regular Plan Growth is a Large Cap Equity fund and has delivered an annualised return of 15.02% over 22 years. The fund has grown over a period of 22 years. The fund is managed by HDFC Mutual Fund. The fund managers are Arun Agarwal, Nirman S. Morakhia.
Nav of HDFC Index Fund - BSE Sensex Plan as of 11/8/2024 is ₹731.75 with the total AUM as of 11/10/2024 is ₹7945.86. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Index Fund - BSE Sensex Plan was launched on 2002-07-17. The category risk of the fund is Very High.
The minimum SIP amount for HDFC Index Fund - BSE Sensex Plan Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Index Fund - BSE Sensex Plan Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Sensex Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Index Fund - BSE Sensex Plan.
What is HDFC Index Fund - BSE Sensex Plan?
How to invest in HDFC Index Fund - BSE Sensex Plan?
You can invest in HDFC Index Fund - BSE Sensex Plan Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Index Fund - BSE Sensex Plan?
The minimum sip amount for HDFC Index Fund - BSE Sensex Plan Regular Plan is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the HDFC Index Fund - BSE Sensex Plan Regular Plan Growth?
The expense ratio of the HDFC Index Fund - BSE Sensex Plan Regular Growth is 0.36% for regular plan.
What is the NAV of HDFC Index Fund - BSE Sensex Plan?
Today's HDFC Index Fund - BSE Sensex Plan Regular Growth NAV is ₹731.75.