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HDFC Index Sensex Plus Fund Growth+0.97%

11.37%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y

Fund Details

HDFC Index Sensex Plus Fund Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.10%
NAV₹462.56 (25 May 2018)
Fund Started17 Jul 2002
Fund Size110 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.4%
8.6%
13.1%
11.4%
Category Average
50.8%
10.2%
12.9%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 11.4% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity10.0%
Housing Development Finance Corpn. Ltd.FinancialEquity7.9%
Reliance Industries Ltd.EnergyEquity7.8%
ITC Ltd.FMCGEquity6.0%
Infosys Ltd.TechnologyEquity5.8%
ICICI Bank Ltd.FinancialEquity4.6%
Tata Consultancy Services Ltd.TechnologyEquity4.4%
Larsen & Toubro Ltd.ConstructionEquity4.3%
Solar Industries India Ltd.ChemicalsEquity3.6%
Kotak Mahindra Bank Ltd.FinancialEquity3.6%
See All

Fund Managers

HDFC Index Sensex Plus Fund Growth Details

HDFC Index Sensex Plus Fund Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 17 Jul 2002. Krishan Daga is the Current Fund Manager of HDFC Index Sensex Plus Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹110 Cr and the Latest NAV as of 25 May 2018 is ₹462.56.

The HDFC Index Sensex Plus Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 0.25% if redeemed within 3 days

Investment Objective

The scheme aims to invest 80 to 90% of its assets in the companies that form the Sensex and between 10 and 20% of the assets in the companies which are not included in the Sensex.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 0.25% if redeemed within 3 days
Exit Load

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About HDFC Mutual Fund

Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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