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HDFC Index Fund - Sensex Plan (Post Addendum)

  • Regular
  • Direct
Category : Index Funds/ETFs
Fund House : HDFC Mutual Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has consistently maintained average rank in the Index Funds/ETFs since last 5 quarters. Existing investors can hold their investments. Fresh investments can be avoid

Returns (NAV as on 02nd December, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 25-Nov-20 10179.80 1.80% - 1.88% 89/135
1 Month 02-Nov-20 11216.00 12.16% - 3.08% 54/135
3 Month 02-Sep-20 11422.70 14.23% - 17.95% 99/132
6 Month 02-Jun-20 13258.10 32.58% - 28.79% 40/122
YTD 01-Jan-20 10845.50 8.46% - 6.55% 79/135
1 Year 02-Dec-19 10970.60 9.71% 9.68% 22.88% 57/118
2 Year 30-Nov-18 12449.10 24.49% 11.53% 17.13% 21/96
Since Inception 01-Mar-18 13334.90 33.35% 11.00% 15.56% 40/119

SIP Returns (NAV as on 02nd December, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 02-Dec-19 15000 20153.65 34.36 % 58.92 %
2 Year 30-Nov-18 27000 36529.24 35.29 % 29.67 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% 3.93% 5.46% 14.17% 10.01% 51.89% 16.21% 14.33% 15.16%
Nifty 50 0.00% 3.35% 6.43% 16.46% 12.17% 52.81% 15.71% 13.20% 13.86%
Benchmark: S&P BSE SENSEX TRI 0.00% 3.97% 5.60% 14.43% 10.25% 52.63% 16.96% 15.01% 15.77%
Category Average 0.00% 2.89% 7.62% 16.32% 12.65% 48.22% 17.18% 13.39% 13.28%
Category Rank 0/0 40/150 114/139 97/132 99/132 75/118 77/98 36/86 16/72
Best in Category 0.00% 9.39% 19.53% 44.91% 36.39% 123.65% 40.02% 29.96% 28.24%
Worst in Category 0.00% -2.93% 1.19% -5.71% -5.85% -2.53% -4.58% -0.89% 4.33%

Best Quarters

Period This Fund Nifty 50 S&P BSE SENSEX TRI Category Average
Q2 - 2020 23.49% 24.82% 23.53% 18.09%
Q4 - 2020 20.45% 22.46% 23.40% 17.8%
Q2 - 2020 18.45% 24.82% 23.53% 18.09%

Worst Quarters

Period This Fund Nifty 50 S&P BSE SENSEX TRI Category Average
Q1 - 2020 -28.71% -29.43% -28.66% -22.88%
Q1 - 2020 -28.62% -29.43% -28.66% -22.88%
Q3 - 2015 -5.47% -5.96% -6.66% -3.97%

Forum

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