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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – HDFC Index Sensex Plus

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Fund Name: HDFC Index Sensex Plus (G)

CRISIL Rank: NA

Category: Large Cap

Expense Ratio: 1.06%

Risk Level: Average

Benchmark: BSE Sensex

Objective: To invest 80 to 90% of the net assets of the Plan in companies whose securities are included in SENSEX and between 10% & 20% of the net assets in companies whose securities are not included in the Sensex.

Returns (Annualized)

1-Year3-Year5-Year
2.70%3.25%18.11%

Our Review

HDFC Index Sensex Plus (G) has made its inception in the year 2002. Since inception, it has generated returns of 19.6% annualized. It has beaten the benchmark in the 3 and 5 year returns.

Top 5 holdings of the fund include ITC, Infosys, Reliance Industries, HDFC and HDFC Bank. It is an index fund which tracks Sensex and hence provides returns similar to it. You can buy this if you are a conservative investor.

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