HDFC Index Sensex Plus Fund Growth

Equity
Large Cap
Moderately High Risk
+8.61%
3Y annualised
+0.97% 1D
1M
6M
1Y
3Y
5Y
NAV: 25 May 2018
₹462.56
Rating
2
Min. SIP amount
Not Supported
Fund size
₹109.60Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (39)

NameSectorInstrumentAssets
FinancialEquity9.99%
FinancialEquity7.87%
EnergyEquity7.85%
FMCGEquity6.05%
TechnologyEquity5.75%
FinancialEquity4.61%
Tata Consultancy Services Ltd.
TechnologyEquity4.44%
ConstructionEquity4.31%
ChemicalsEquity3.62%
FinancialEquity3.61%
Maruti Suzuki India Ltd.
AutomobileEquity2.96%
FMCGEquity2.72%
FinancialEquity2.44%
FinancialEquity2.38%
ConstructionEquity2.33%
State Bank of India
FinancialEquity2.31%
AutomobileEquity2.05%
ConstructionEquity1.96%
FinancialEquity1.67%
AutomobileEquity1.61%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity1.44%
ChemicalsEquity1.37%
EnergyEquity1.33%
EnergyEquity1.32%
EnergyEquity1.29%
AutomobileEquity1.22%
MetalsEquity1.17%
EngineeringEquity1.17%
CommunicationEquity1.16%
Power Grid Corporation of India Ltd.
EnergyEquity1.15%
FinancialEquity1.14%
AutomobileEquity1.01%
EnergyEquity0.93%
TechnologyEquity0.83%
Adani Ports and Special Economic Zone Ltd.
ServicesEquity0.81%
HealthcareEquity0.80%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity0.65%
FinancialEquity0.50%
Tata Motors DVR
AutomobileEquity0.25%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns8.6%13.1%10.3%NA
Category average14.1%15.5%13.6%NA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
4.2%18.3%50,312.32
5
4.7%17.4%6,933.59
5
6.1%17.3%78,159.80
5
2.7%14.9%40,617.55
4
4.1%14.3%8,061.14

Expense ratio, exit load and tax

Expense ratio: 1.10%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 3 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
022 – 66316333
Launch Date
10 Dec 1999
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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