MF
MFGenie.ai
ETF📊 NIFTY Private Bank TRI

HDFC NIFTY Private Bank ETF · Regular · Growth

HDFC Mutual Fund

#136 of 232 (1Y)

NAV

₹28.3347

as of 16 Jun 2026

Expense Ratio

see scheme documents

AUM

₹346 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+0.95%
3Y
+7.86%
5Y
Since Inception
+7.80%

SIP returns (XIRR)

1Y
+4.40%
3Y
+6.76%
5Y
Since Inception
+7.36%

7,500 lumpsum at launch — value today

Invested on the fund's first NAV date

₹7,500

Invested

₹9,452

Value today

6.7%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹7,65,061

Value today

+1.2%

vs lumpsum

STP beat direct lumpsum by 1.2% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.21

Sharpe Ratio

Alpha

Beta

0.22

Sortino

16.15%

Std Dev

-17.30%

Max Drawdown

Performance Comparison

Thinking about HDFC NIFTY Private Bank ETF · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseHDFC Mutual Fund
CategoryETF
BenchmarkNIFTY Private Bank TRI
Launch Date28 Oct 2022
AMFI Code150802

Investment Objective

HDFC NIFTY Private Bank ETF · 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 NIFTY Private Bank ETF · Regular · Growth is a ETF mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹346 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Private Bank 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