HDFC Index Fund - S&P BSE Sensex Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹668.4027 -0.02%

As on 23-Feb-2024

Returns

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Calculate SIP Returns of HDFC Index Fund - S&P BSE Sensex Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of HDFC Index Fund - S&P BSE Sensex Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of HDFC Index Fund - S&P BSE Sensex Plan

Assets info

₹6,374 Cr

Exit Load (Days) info

0.25 (3)

Min. Investment (₹)

100

Min. Withdrawal (₹)

100

Min. SIP Investment (₹)

100

Min. No of Cheques

6

Investment Strategy

The scheme aims to generate returns that are commensurate with the performance of S&P BSE Sensex, subject to tracking errors.

Suitability

"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for HDFC Index Fund - S&P BSE Sensex Plan

HDFC Index Fund - S&P BSE Sensex Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.

Mutual funds can be bought directly from the website of the fund house. For instance, HDFC Index Fund - S&P BSE Sensex Plan fund can be purchased from the website of HDFC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of HDFC Index Fund - S&P BSE Sensex Plan is ₹668.4027 as of 24-Feb-2024.

The AUM of HDFC Index Fund - S&P BSE Sensex Plan Fund is ₹6,374 Cr as of 31-Jan-2024

The riskometer level of HDFC Index Fund - S&P BSE Sensex Plan is Very High. See More

As of 31-Jan-2024, HDFC Index Fund - S&P BSE Sensex Plan had invested 100% in Equity See More

HDFC Index Fund - S&P BSE Sensex Plan is 21 years 7 months old. It has delivered 15.07% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
23.80%
14.57%
16.08%
14.99%
14.34%
15.07%

No, There is no lock in period in HDFC Index Fund - S&P BSE Sensex Plan.

The expense ratio of HDFC Index Fund - S&P BSE Sensex Plan is 0.40.

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