HDFC BSE Sensex Index Fund Direct Growth

Scheme code: INF179K01WN9 NAV value: ₹ 723.2171 NAV date: 15 April, 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	17.43	16.89
3 year	6.28	33.32	15.57	16.18
5 year	0.74	26.02	12.91	14.28
7 year	3.33	15.62	11.64	13.08
10 year	3.49	17.22	10.65	13.13
12 year	3.07	16.17	10.8	13.26
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	16.89
3 year	6.56	32.12	15.66	16.18
5 year	1	26.2	12.75	14.28
7 year	3.8	15.42	11.84	13.08
10 year	3.8	18	11.09	13.13
12 year	3.63	16.86	11.19	13.26
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	16.89
3 year	7.68	33.37	17	16.18
5 year	0.71	27.63	13.15	14.28
7 year	3.76	16.01	12.04	13.08
10 year	3.56	16.94	10.94	13.13
12 year	3.31	16.54	10.99	13.26
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	16.89
3 year	8.04	34.46	17.98	16.18
5 year	0.69	28.64	13.53	14.28
7 year	3.97	16.42	12.35	13.08
10 year	3.53	17.72	11.24	13.13
12 year	3.1	16.97	11.25	13.26
15 year	6.68	16.96	11.2

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	5.83	5.91
3 year	7.35	7.58
5 year	7.28	7.83
7 year	6.36	7.24
10 year	5.93	7.54
12 year	6.09	7.18

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	5.91
3 year	7.51	7.58
5 year	7.25	7.83
7 year	6.38	7.24
10 year	6.15	7.54
12 year	6.3	7.18

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	5.91
3 year	8.25	7.58
5 year	7.64	7.83
7 year	6.58	7.24
10 year	6.21	7.54
12 year	6.36	7.18

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	5.91
3 year	8.74	7.58
5 year	7.97	7.83
7 year	6.78	7.24
10 year	6.43	7.54
12 year	6.57	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%