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  • HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G)
HDFC Mutual Funds

HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G)

DebtTarget Maturity Fund

11.176

NAV (Sep 13)

NA
YTM
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.176

NAV (Sep 13)

Fund Returns

Last 1Y
8.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.8%
6 Month CAGR
4.2%

Scheme Information

Investment Objective

The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY SDL Plus G-Sec Jun 2027 40:60 Index (Underlying Index), subject to tracking difference.

Expense Ratio
0.35
Launched (0y ago)
0.35
AUM in Crores
47.5
ISIN
INF179KC1GB0
Lock-in
Benchmark
NIFTY SDL Plus G-Sec Jun 2027 40:60 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Vikash Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G)70%8,91,889 1,59,2778.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Debt Holdings

GOI

46.8%
46.78%

Karnataka State

17.9%
17.89%

GOI

10.8%
10.77%

Chhattisgarh State

10.6%
10.61%

Tamilnadu State

6.4%
6.38%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
BHARAT Bond ETF FOF - April 2032 (G)
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,457 cr

₹ 9,577 cr

₹ 8,093 cr

₹ 15,209 cr

₹ 4,566 cr

amc-img

About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
phone-img022 – 66316333
email-imgshareholders.relations@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

5.557%

5.86%

14.486%

6.421%

24.924%

13.433%

6.301%

7.787%

5.903%

8.095%

HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) Review

HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.805% over a period of 1 years. The fund is managed by HDFC Mutual Fund. The fund manager’s name is [object Object].

Nav of HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) as of 9/13/2024 is ₹11.18 with the total AUM as of 9/14/2024 is ₹47.5429. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) was launched on 2023-03-23. The category risk of the fund is null.

The minimum SIP amount for HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) 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 NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY SDL Plus G-Sec Jun 2027 40:60 Index.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) is rated as a null fund in Debt and delivered 8.105% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G).

Frequently Asked Questions

What is HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G)?

HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) is a Debt Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G)?

You can invest in HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) 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 NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G)?

The minimum sip amount for HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) good to invest in?

As per Scripbox experts, HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) is a fund. You can investHDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G)?

The expense ratio of the HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund (G) is 0.35% for regular plan.