HDFC Index Fund – S&P BSE SENSEX Plan – Direct
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.2 %
Expense Ratio
Rating
5,288
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.9% | 20.1% | 12.3% | 13.1% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.02
Alpha
3.9
SD
1
Beta
0.27
Sharpe
Exit Load
| Exit Load | 0.25% - If units are redeemed / switched out within 3 Days from the date of allotment. Nil - If units are redeemed / switched out after 3 days from the date of allotment. |
|---|
Fund Objective
To generate returns that are commensurate with the performance of the Sensex subject to tracking errors
Fund Managers
Nirman Morakhia
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 61
-
6.4%Fund Size - 61
-
20.8%Fund Size - 61
-
10%Fund Size - 61
-
- Other .
- Index .
-
- 12,048
-
8.4%Fund Size - 12,048
-
20.4%Fund Size - 12,048
-
12%Fund Size - 12,048
-
- Other .
- Index .
-
- 4,930
-
8.4%Fund Size - 4,930
-
20.4%Fund Size - 4,930
-
12%Fund Size - 4,930
-
- Other .
- Index .
-
- 1,000
-
8.4%Fund Size - 1,000
-
20.4%Fund Size - 1,000
-
11.9%Fund Size - 1,000
-
- Other .
- Index .
-
- 487
-
8.9%Fund Size - 487
-
20.1%Fund Size - 487
-
12.4%Fund Size - 487
AMC Contact Details
HDFC Mutual Fund
AUM:
4,89,893 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
More Funds from HDFC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 358
-
11.2%Fund Size - 358
-
14.5%Fund Size - 358
-
14%Fund Size - 358
-
- Debt .
- Fixed Maturity Plans .
-
- 170
-
11.2%Fund Size - 170
-
14.5%Fund Size - 170
-
14%Fund Size - 170
-
- Debt .
- Fixed Maturity Plans .
-
- 640
-
11.2%Fund Size - 640
-
14.5%Fund Size - 640
-
14%Fund Size - 640
-
- Debt .
- Fixed Maturity Plans .
-
- 74
-
11.2%Fund Size - 74
-
14.5%Fund Size - 74
-
14%Fund Size - 74
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in HDFC Index Fund – S&P BSE SENSEX Plan – Direct ?
You can invest in HDFC Index Fund – S&P BSE SENSEX Plan – Direct in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Index Fund – S&P BSE SENSEX Plan – Direct in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Index Fund – S&P BSE SENSEX Plan – Direct ?
The NAV of HDFC Index Fund – S&P BSE SENSEX Plan – Direct is ₹605.1 as of 18 August 2023.
How to redeem HDFC Index Fund – S&P BSE SENSEX Plan – Direct holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Index Fund – S&P BSE SENSEX Plan – Direct?
The minimum SIP amount of HDFC Index Fund – S&P BSE SENSEX Plan – Direct is ₹100
What are the top sectors HDFC Index Fund – S&P BSE SENSEX Plan – Direct has invested in?
The top sectors HDFC Index Fund – S&P BSE SENSEX Plan – Direct has invested in are
- Banks - 35.99%
- IT-Software - 14.29%
- Petroleum Products - 11.53%
- Diversified FMCG - 8.39%
- Automobiles - 5.05%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Index Fund – S&P BSE SENSEX Plan – Direct?
Yes, You can select both SIP or Lumpsum investment of HDFC Index Fund – S&P BSE SENSEX Plan – Direct based on your investment objective and risk tolerance.
How much returns have HDFC Index Fund – S&P BSE SENSEX Plan – Direct generated ?
The HDFC Index Fund – S&P BSE SENSEX Plan – Direct has delivered 13.1% since inception
What is the expense ratio of HDFC Index Fund – S&P BSE SENSEX Plan – Direct ?
The expense ratio of HDFC Index Fund – S&P BSE SENSEX Plan – Direct is 0.2 % as of 18 August 2023.
What is the AUM of HDFC Index Fund – S&P BSE SENSEX Plan – Direct?
The AUM of HDFC Index Fund – S&P BSE SENSEX Plan – Direct is ₹4,89,893 Cr as of 18 August 2023
What are the top stock holdings of HDFC Index Fund – S&P BSE SENSEX Plan – Direct?
The top stock holdings of HDFC Index Fund – S&P BSE SENSEX Plan – Direct are
- HDFC Bank - 15.63%
- Reliance Industr - 11.53%
- ICICI Bank - 9.15%
- Infosys - 6.42%
- ITC - 5.39%
How can I redeem my investments in HDFC Index Fund – S&P BSE SENSEX Plan – Direct?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Index Fund – S&P BSE SENSEX Plan – Direct in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Index Fund – S&P BSE SENSEX Plan – Direct in Scheme, enter the redemption amount, and click on submit button.