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OTHER•INDEX FUND

HDFC BSE Sensex Index Fund

3 Year return

13.75%
NAV on December 24, 2025
813.2552
1D Returns
-0.41%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
24.33%₹876
Total Value ₹4,476

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹9,201.07 Cr.
Expense Ratio
0.2% (inclusive of GST)
Exit Load
0.25% - If units are redeemed / switched out within 3 Days from the date of allotment. Nil - If units are redeemed / switched out after 3 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
4
Crisil
3
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

HDFC Mutual Fund Manager

AA

Arun Agarwal

Fund Manager since Feb 2023

NM

Nandita Menezes

Fund Manager since Mar 2025

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund

Asset management company

AUM
₹8,93,027.76 Cr.
No. of Schemes
182
Setup Date
July 2000

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund24.1535%
0
Motilal Oswal Nifty Smallcap 250 Index Fund21.1122%
0
Nippon India Nifty Smallcap 250 Index Fund20.6267%
0

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Index Fund S&P BSE Sensex Plan Direct Plan

Offered by the HDFC Mutual Fund, the HDFC Index Fund S&P BSE Sensex Plan is an open-ended index fund. A minimum of 95% of the fund’s total assets is allocated to stocks that form a part of the BSE Sensex. The mutual fund is regularly rebalanced to better account for the change in weightage of the index’s constituent stocks and reduce tracking errors. Due to its significantly high equity allocation, the mutual fund is categorised as a high-risk investment option. Additionally, since the fund is open-ended, it does not have any lock-in period and you get the flexibility to purchase or redeem its units on any business day.

Investment Objective of the Scheme

The primary objective of the HDFC Index Fund S&P BSE Sensex Plan is to generate returns over the long term by investing in the constituent stocks of the S&P BSE Sensex in the same proportion.

Key Features of The Fund

5-year return
14.0568%
Expense Ratio
0.2%
Fund Manager
Arun Agarwal
Fund Size
₹9201.07 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The HDFC Index Fund S&P BSE Sensex Plan may be a good investment option if you’re looking to diversify your portfolio to reduce risk. Investing in the fund could provide you with broad market exposure and returns commensurate with the performance of the BSE Sensex. Furthermore, since the fund is passively managed, the expense ratio is lower than most actively-managed funds. However, if your objective is to build a portfolio that outperforms the market, investing in this fund may not be suitable.

AMC Contact Details

NameHDFC Mutual Fund
Launch DateJuly 2000
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact1800 3010 67671800 419 7676
Emailhello@hdfcfund.com
Websitehttps://www.hdfcfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Diversify Your Portfolio and Manage Risk with SIPs in Mutual Funds

Mutual funds offer diversification by pooling your money with other investors and spreading it across various companies. SIPs in mutual funds allow you to benefit from this diversification while making regular investments. Use the SIP investment calculator to estimate the potential growth of your investment over your chosen time frame.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC BSE Sensex Index Fund on December 24, 2025, is ₹813.2552
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC BSE Sensex Index Fund, is ₹9201.07 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HDFC BSE Sensex Index Fund is 0.2%
The HDFC BSE Sensex Index Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC BSE Sensex Index Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,476 in 3Y at 13.7492% returns
SIP Date1st of every month

Your next SIP Payment will be on 24 January 2026

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