HDFC Index Fund - S&P BSE Sensex Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 22.96 | 16.02 | 14.55 | 12.84 |
Average Rolling Returns(%) | 14.75 | 13.80 | 12.02 | 10.66 |
The Current NAV of HDFC Index Fund - S&P BSE Sensex Plan - Growth is ₹676.62.
You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark S&P BSE SENSEX, as the Funds portfolio is similar to its benchmark.
HDFC Index Fund - S&P BSE Sensex Plan - Growth fund’s expense ratio is 0.36%
The process for redemption is
The AUM of HDFC Index Fund - S&P BSE Sensex Plan - Growth is currently ₹6,802 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 35% of its portfolio. Top 5 and 10 stocks of fund account for 46% and 67% of fund’s portfolio respectively.
Top three sectors of HDFC Index Fund - S&P BSE Sensex Plan - Growth fund are BFSI, IT and Oil & Gas accounting for 64% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Sensex it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Index Fund - S&P BSE Sensex Plan - Growth Fund is Index Funds - Sensex.
Nirman Morakhia and Arun Agarwal manage the HDFC Index Fund - S&P BSE Sensex Plan - Growth Fund.
HDFC Index Fund - S&P BSE Sensex Plan - Growth current PE ratio is 29.97 and PB ratio is 6.08
The asset allocation of HDFC Index Fund - S&P BSE Sensex Plan - Growth is Stocks : 99.95%, Debt : 0.06% and Gold : 0%
The minimum SIP amount for HDFC Index Fund - S&P BSE Sensex Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Index Fund - S&P BSE Sensex Plan - Growth is 0.25% on or before 3 days, Nil after 3 days