HDFC Index Fund - Sensex Plan

GrowthEquity Sectoral Fund

753.328

13.13%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

43,002

7,002

11.89%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 7,419.4 Cr.

  • Growth

  • 0.36%

  • Equity- Sectoral Fund

  • Nifty 50 Arbitrage Index

  • 01 Jul 2002

  • HDFC Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.21% 21.96% 23.34% 26.66% 36.07% 33.29% 36.71% 18.08%
Category Average -1.45% 4.11% 6.36% 1.55% 16.28% 17.63% 22.30% 13.12%
HDFC Index Fund - Sensex Plan -3.13% 1.92% 6.97% 0.81% 11.77% 13.13% 17.28% 12.30%
SBI PSU Fund -2.52% 1.56% 10.22% -9.37% 30.64% 33.29% 29.81% 12.56%
Invesco India PSU Equity Fund -3.64% 3.48% 12.60% -10.42% 29.87% 32.92% 27.88% 15.73%
Nippon India Power & Infra Fund -2.87% 4.28% 8.24% -9.85% 25.19% 31.45% 31.33% 15.92%
Franklin India Opportunities Fund -0.15% 6.63% 7.82% 0.92% 30.63% 31.19% 29.80% 15.85%
ICICI Prudential Infrastructure Fund -2.50% 7.29% 10.61% -0.75% 27.12% 31.13% 36.71% 16.28%

Fund Portfolio Details

Equity 100.12%

Debt 0.00%

Others -0.12%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 15.44%
ICICI BANK LTD. 10.00%
RELIANCE INDUSTRIES LTD. 9.57%
INFOSYS LTD. 7.19%
BHARTI AIRTEL LTD. 4.95%
Others 52.85%

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 40.03%
Financial 39.61%
Technology 15.28%
Information Technology 14.43%
Energy 13.87%
Others -23.22%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk