Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HD

HDFC BSE 500 Index Fund - Regular Plan - Growth Option

HDFC Mutual Fund · Other · Index Funds

₹14.97

-0.25 (-1.61%)

AUM: —

NAV updated 4 days ago

Plan

Regular

Option

Growth

Risk

High

Sharpe Ratio

-0.55

Std Dev (1Y)

13.95%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-4.04%

3m

-2.26%

6m

+7.13%

1y

-2.94%

3y

+8.84%

5y

—

10y

—

since inception

+12.53%

TopFund's Take on HDFC BSE 500 Index Fund - Regular Plan - Growth Option

HDFC BSE 500 Index Fund - Regular Plan - Growth Option is a Index Funds fund from HDFC Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.55 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.95% is fairly typical for Index Funds funds.

Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Sector allocation not available yet.

Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about HDFC BSE 500 Index Fund - Regular Plan - Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

User-generated content — not investment advice, and not verified or endorsed by TopFund.

No comments yet — start the discussion.