- Mutual Funds
- HDFC Mutual Fund
- HDFC BSE Sensex ETF Regular Growth
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 90.9398
NAV (Oct 15)
Fund Returns
Last 1Y | 24.9% |
Last 3Y | 11.5% |
Last 5Y | 17.8% |
Last 10Y | NA |
Since Inception | 15.7% |
6 Month CAGR | 11.3% |
Scheme Information
The scheme seeks to provide investment returns that, before expenses, closely correspond to the total returns of the Securities as represented by the S&P BSE SENSEX Index subject to tracking errors.
Expense Ratio | 0.05 |
Launched (0y ago) | 0.05 |
AUM in Crores | 529.3 |
ISIN | INF179KC1HX2 |
Lock-in | - |
Benchmark | BSE Sensex Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.9 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC BSE Sensex ETF (G) | 11,45,641 | 4,13,029 | 17.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
13%Reliance Industries Ltd.
10.9%ICICI Bank Ltd.
9.1%Infosys Ltd.
7.2%ITC Ltd.
4.9%Allocation by Sector
Financial
35.9%Technology
14.9%Energy
14.7%Consumer Staples
8.4%Automobile
6.8%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 5.9% | ||
15.2% | 6.7% | ||
20.6% | 13.3% | ||
6.5% | 7.8% | ||
6% | 8.1% |
HDFC BSE Sensex ETF Regular Plan Growth Review
HDFC BSE Sensex ETF Regular Plan Growth is a Large Cap Equity fund and has delivered an annualised return of 15.728% over a period of 8 years. The fund is managed by HDFC Mutual Fund. The fund managers are Abhishek Mor, Arun Agarwal.
Nav of HDFC BSE Sensex ETF as of 10/15/2024 is ₹90.94 with the total AUM as of 10/16/2024 is ₹529.2564. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC BSE Sensex ETF was launched on 2015-12-09. The category risk of the fund is null.
The minimum SIP amount for HDFC BSE Sensex ETF Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC BSE Sensex ETF Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Sensex Total Return Index.
It is rated as a null fund in Equity and delivered 24.938% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC BSE Sensex ETF.
Frequently Asked Questions
What is HDFC BSE Sensex ETF?
How to invest in HDFC BSE Sensex ETF?
You can invest in HDFC BSE Sensex ETF Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC BSE Sensex ETF?
The minimum sip amount for HDFC BSE Sensex ETF Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is HDFC BSE Sensex ETF Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC BSE Sensex ETF Regular Plan Growth?
The expense ratio of the HDFC BSE Sensex ETF Regular Growth is 0.05% for regular plan.
What is the NAV of HDFC BSE Sensex ETF?
Today's HDFC BSE Sensex ETF Regular Growth NAV is ₹90.94.