HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 26 | 15.03 | 14.5 | 12.28 |
Average Rolling Returns(%) | 14.64 | 13.78 | 11.99 | 10.65 |
The Current NAV of HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum is ₹667.69.
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 - TRI, as the Funds portfolio is similar to its benchmark.
HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum fund’s expense ratio is 0.30%
The process for redemption is
The AUM of HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum is currently ₹6,620 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 34% of its portfolio. Top 5 and 10 stocks of fund account for 46% and 66% of fund’s portfolio respectively.
Top three sectors of HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum 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 - Post Addendum Fund is Index Funds - Sensex.
Nirman Morakhia and Arun Agarwal manage the HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum Fund.
HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum current PE ratio is 30.79 and PB ratio is 6.22
The asset allocation of HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum is Stocks : 100.02%, Debt : -0.02% and Gold : 0%
The minimum SIP amount for HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Index Fund - S&P BSE Sensex Plan - Growth - Post Addendum is 0.25% on or before 3 days, Nil after 3 days