SENSEX NIFTY
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HDFC Index Fund - Sensex Plus Plan - Direct Plan

PLAN: Direct OPTIONS: Sensex Plus Plan
More Plan & Options
312.996 3.35 (1.06%)

NAV as on 10 Feb, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 10 Feb, 2016)

Period Returns (%) Rank #
1 mth -5.1 47
3 mth -7.7 68
6 mth -15.5 76
1 year -16.0 98
2 year 11.0 93
3 year 7.9 89
5 year - -

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.3 -0.9 -6.7 -0.2 -4.5
2014 5.3 18.4 4.4 4.3 36.1
2013 -4.4 2.8 -3.8 9.1 5.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -5.1 -7.7 -15.5 -16.0 11.0 7.9 --
Category avg -5.2 -6.9 -13.5 -11.5 13.8 10.1 7.4
Difference of Fund returns and Category returns 0.1 -0.8 -2.0 -4.5 -2.8 -2.2 --
Best of category 1.9 4.9 2.1 15.5 34.5 22.0 16.9
Worst of category -9.7 -13.7 -20.3 -26.9 2.5 1.1 1.9
Benchmark returns # -4.3 -7.7 -15.5 -16.2 8.1 6.9 6.4
Difference of Fund returns and Benchmark returns -0.8 0.0 0.0 0.2 2.9 1.0 --
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

The objective of this Plan is to invest 80 to 90% of the net assets of the Plan in companies whose securities are included in SENSEX and between 10% & 20% of the net assets in companies whose securities are not included in the SENSEX.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 31.79 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Krishan Kumar Daga
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 30 days from the date of allotment.

Contact Details

Regd. Office “HUL House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate,Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22821144
Email cliser@hdfcfund.com
Website http://www.hdfcfund.com/

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
11,651.77 -13.7 -20.1 -19.7 7.6 7.1
Birla SL Frontline Equity (G) Rank 2
8,774.26 -6.8 -13.9 -12.1 13.5 11.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 -8.1 -14.4 -13.2 12.1 11.0
Franklin India Bluechip (G) Rank 3
5,169.98 -7.7 -13.9 -10.2 10.4 9.3
UTI Opportunities Fund (G) Rank 4
4,526.90 -9.7 -17.1 -18.6 9.0 9.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 99.90
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.10

View All

Sector (%)
Top 3 N.A.

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