HDFC BSE Sensex Index Fund Direct Growth

Scheme code: INF179K01WN9 NAV value: ₹ 761.0894 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.61	34.58	16.89	19.29
3 year	8.23	33.55	16.18	16.92
5 year	2.51	25.72	14.28	14.48
7 year	5.18	16.89	13.08	12.67
10 year	10.55	15.14	13.13	13
12 year	12.65	13.78	13.26	13.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	16.89
3 year	6.28	33.32	15.79	16.18
5 year	3.54	26.02	13.5	14.28
7 year	3.33	15.62	11.71	13.08
10 year	3.49	17.22	10.6	13.13
12 year	3.07	16.17	10.84	13.26
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	16.89
3 year	9.08	58.7	29.31	16.18
5 year	3.67	48	18.04	14.28
7 year	3.8	31.03	14.14	13.08
10 year	3.8	28.93	12.39	13.13
12 year	3.63	26.65	12.59	13.26
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	16.89
3 year	7.68	33.37	17.09	16.18
5 year	2.35	27.63	13.51	14.28
7 year	3.76	16.01	12.07	13.08
10 year	3.56	16.94	10.92	13.13
12 year	3.31	16.54	11.01	13.26
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	16.89
3 year	8.04	34.46	18.26	16.18
5 year	3.37	28.64	14.21	14.28
7 year	3.97	16.42	12.41	13.08
10 year	3.53	17.72	11.22	13.13
12 year	3.1	16.97	11.31	13.26
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 16.89% - Median return: 19.06% - Average standard deviation: 3.95

Rolling return for 3 year

- Average return: 16.18% - Median return: 15.55% - Average standard deviation: 1.84

Rolling return for 5 year

- Average return: 14.28% - Median return: 14.61% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 13.08% - Median return: 13.43% - Average standard deviation: 0.69

Rolling return for 10 year

- Average return: 13.13% - Median return: 13.22% - Average standard deviation: 0.42

Rolling return for 12 year

- Average return: 13.26% - Median return: 13.23% - Average standard deviation: 0.35

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,70,819	70,819	5.91
3 year	36,00,000	44,81,867	8,81,867	7.58
5 year	60,00,000	87,46,792	27,46,792	7.83
7 year	84,00,000	1,37,04,617	53,04,617	7.24
10 year	1,20,00,000	2,48,30,539	1,28,30,539	7.54
12 year	1,44,00,000	3,30,84,327	1,86,84,327	7.18

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	5.91
3 year	7.3	7.58
5 year	7.48	7.83
7 year	6.39	7.24
10 year	5.95	7.54
12 year	6.11	7.18

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	5.91
3 year	20.64	7.58
5 year	13	7.83
7 year	9.48	7.24
10 year	7.99	7.54
12 year	8.12	7.18

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	5.91
3 year	8.22	7.58
5 year	7.77	7.83
7 year	6.6	7.24
10 year	6.23	7.54
12 year	6.37	7.18

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	5.91
3 year	8.71	7.58
5 year	8.22	7.83
7 year	6.82	7.24
10 year	6.47	7.54
12 year	6.6	7.18

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,70,819 - Absolute Returns: ₹70,819 - CAGR: 5.91%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,81,867 - Absolute Returns: ₹8,81,867 - CAGR: 7.58%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,46,792 - Absolute Returns: ₹27,46,792 - CAGR: 7.83%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,04,617 - Absolute Returns: ₹53,04,617 - CAGR: 7.24%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,48,30,539 - Absolute Returns: ₹1,28,30,539 - CAGR: 7.54%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,30,84,327 - Absolute Returns: ₹1,86,84,327 - CAGR: 7.18%