otherHigh risk

HDFC Index Fund Sensex Plus Plan-Direct Plan

A specialised fund. Check the scheme details for what it invests in. From HDFC Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit

₹469.996

▲ 0.97% today

As of 25 May 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.12 L

▲ ₹11.7k gain · 11.7% / year

Invested 3 years ago

₹1.29 L

▲ ₹29.2k gain · 8.9% / year

Invested 5 years ago

₹1.88 L

▲ ₹88.4k gain · 13.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

12.9%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-22.39%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year11.70%

CAGR — 3 years8.92%

CAGR — 5 years13.51%

CAGR — since launch12.31%

Volatility — 1 year (annualised)10.11%

Volatility — 3 years (annualised)12.88%

Max drawdown — 1 year-11.40%

Max drawdown — 3 years-20.20%

Sharpe ratio — 1 year (rf=6%)0.52

Sharpe ratio — 3 years (rf=6%)0.21

Fund info

Fund house: HDFC Mutual Fund
Category: Growth
Plan: Direct
Option: —
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119064
First price on record: 1 Jan 2013 · 1,328 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.