info

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

₹15.19

-0.04 (-0.27%) trending_down

AUM: —

NAV updated about 1 month ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-0.77

Std Dev (1Y)

14.3%

Historical Returns (CAGR)

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

1m

-3.85%

3m

-0.72%

6m

-5.49%

1y

-4.9%

3y

+11.21%

5y

10y

since inception

+13.14%

rate_review 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 -0.77 — 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 14.3% is fairly typical for actively managed equity 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.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart 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.

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