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ETF📊 BSE SENSEX TRI

HDFC BSE SENSEX ETF BSE Scrip Code: 539517 NSE Symbol: HDFCSENSEX · Regular · Growth

HDFC Mutual Fund

#214 of 243 (1Y)

NAV

₹88.5706

as of 31 Jul 2026

Expense Ratio

see scheme documents

AUM

₹531 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-2.82%
3Y
+6.73%
5Y
+9.47%
Since Inception
+12.62%

SIP returns (XIRR)

1Y
-3.00%
3Y
+2.88%
5Y
+6.78%
Since Inception
+11.52%

What history actually did — last 10 years (Aug 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹10,56,766 today ₹5,95,000 invested, 11.2% XIRR.

₹5,95,000

Invested

₹10,56,766

Value today

11.2%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹3,12,632 today (12.1% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹20,69,557.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,22,907 today (3.23×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.29

Sharpe Ratio

Alpha

Beta

-0.29

Sortino

13.64%

Std Dev

-16.05%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryETF
BenchmarkBSE SENSEX TRI
Launch Date09 Dec 2015
AMFI Code135854

Investment Objective

HDFC BSE SENSEX ETF BSE Scrip Code: 539517 NSE Symbol: HDFCSENSEX · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

HDFC BSE SENSEX ETF BSE Scrip Code: 539517 NSE Symbol: HDFCSENSEX · Regular · Growth is a ETF mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹531 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE SENSEX TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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