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Index Fundregulargrowth📊 BSE SENSEX (Total Returns Index)

HDFC BSE Sensex Index Fund - Growth Plan

HDFC Mutual Fund

#208 of 242 (1Y)

₹694.3384

10.13 (-1.44%)

NAV as of 29 May 2026

Option:Growth₹694.3384Other₹712.0966

Today's NAV — all variants

Regular · Growth

₹₹694.3384

10.13 (-1.44%)

29 May 2026

AMFI: 101281

Direct · Growth

₹₹712.0966

10.39 (-1.44%)

29 May 2026

AMFI: 119065

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.28%
1 Month-3.83%
3 Months-8.89%
6 Months-11.50%
1 Year-6.11%
3 Years (CAGR)+7.58%
5 Years (CAGR)+9.18%
10 Years (CAGR)+12.38%
Since Inception (Jul 2002)+13.81%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-11.86%
3 Year SIP+0.87%
5 Year SIP+5.52%
Since Inception (Jul 2002)+11.63%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹28,100

Invested

₹1,30,882

Value today

11.5%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹2,044

Value today

13.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹14,05,000

Withdrawn

₹1,38,97,482

Corpus left

+₹1,43,02,482 net gain — withdrew ₹14,05,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,25,55,859

Value today

+2.4%

vs lumpsum

STP beat direct lumpsum by 2.4% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,00,686

Value today

3.0×

Multiple

Staying invested through that crash turned ₹1L into ₹3,00,686 — a 3.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,04,902

Regular plan

₹1,03,762

Direct earns ₹1,140 more on a ₹60K investment0.19% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHDFC Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹8,784 Cr
Expense Ratio0.36%
Min SIP₹100
Min Lumpsum₹100
BenchmarkBSE SENSEX (Total Returns Index)
Launch Date17 Jul 2002
AMFI Code101281

Risk Metrics

Trailing 1 year, annualised

-0.64

Sharpe Ratio

Alpha

Beta

-0.65

Sortino

13.54%

Std Dev

-16.14%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:BSE SENSEX (Total Returns Index)

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

HDFC BSE Sensex Index Fund - Growth Plan is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

HDFC BSE Sensex Index Fund - Growth Plan is a Index Fund mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 23 years. It manages assets worth ₹8,784 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE SENSEX (Total Returns Index). The current expense ratio is 0.36%.

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