October 30, 2025
RA Jainee
HDFC BSE India Sector Leaders Index Fund Direct-Growth
HDFC BSE India Sector Leaders Index Fund Direct-Growth snapshot
| NFO opens on | 07 November 2025 |
| NFO Closes on | 21 November 2025 |
| Min. Investment | Rs. 100 |
| Plans | Growth |
| Sahifund Verdict | This NFO may suit investors with a high risk appetite and 5+ year horizon, who are comfortable with all-cap, thematic equity exposure. Conservative investors or those seeking proven performance may be better served with established Flexicap funds. |
⏱️ Last Update: 30 October 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the HDFC BSE India Sector Leaders Index Fund Direct-Growth Open Date, Close Date?
NFO opens on November 07, 2025
NFO will close on November 21, 2025
Investment Strategy for this NFO?
The schemes seeks to generate returns that are commensurate (before fees and expenses) with the performance of the BSE India Sector Leaders Index (TRI), subject to tracking error.
Basic Details
| Fund House | HDFC Mutual Fund |
| Issue Open | 07 November 2025 |
| Issue Close | 21 November 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(₹) | 100 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | BSE India Sector Leaders TRI |
About Benchmark Index for this NFO?
The BSE India Sector Leaders is designed to measure the performance of top three companies in the 21 sectors.
Methodology Overview:
1. • At each semi-annual rebalancing, stocks forming part/going to be a part of BSE 500 Index at the time of review are eligible for inclusion in the Index.
2. • Stocks are then ranked within their sector based on average six-month daily total market capitalization. Maximum 3 companies from each
sector are selected.
3. • Constituents are weighted by float-adjusted market capitalization, subject to an individual floor capping of 1% and ceiling capping of 5%., on quarterly basis.
For complete details please view the Methodology document at:
https://www.bseindices.com/Downloads/BSE_Thematic_Indices_Methodology.pdf
Quick Facts
| Launch Date | 10th January 2025 |
| First Vlaue Date | 20th June 2005 |
| Base Value | 1000 |
| Number of Constituents | 61 |
| Reconstitution Frequecy | Semiannually in June and December |
| Weighting Method | Float-adjusted market cap weighted |
| Index Universe | BSE 500 |
| Calculation Currencies | INR |
Fund Managers of HDFC BSE India Sector Leaders Index Fund Direct-Growth
1) Nandita Menezes
Education: CA (ICAI, INDIA), B.Com (University of Mumbai)
Experience: Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
2) Arun Agarwal
Education: Mr. Agarwal is a B.Com. and Chartered Accountant
Experience: Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
AMC
HDFC Asset Management Company Ltd
Address: “HDFC House”, 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate Mumbai – 400020
Website: http://www.hdfcfund.com
Registrar & Transfer Agent:
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for HDFC BSE India Sector Leaders Index Fund Direct-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of BSE India Sector Leaders TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MOS | YTD* | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 19998.03 | 0.06% | -4.54% | 1.02% | -7.53% | 16.52% | 21.94% | 15.02% |
| PRICE RETURNS | 14858.89 | 0.04% | -4.86% | 0.01% | -8.61% | 14.95% | 20.13% | 13.39% |
Risk
| Index Level | Annualised Risk | ANNUALIZED RISK-ADJUSTED RETURNS | ||||||
| 1 YRS | 3 YRS | 5 YRS | 10 YRS | 1 YRS | 3 YRS | 5 YRS | 10 YRS | |
| Total Returns | 15.77% | 13.51% | 14.15% | 16.69% | -0.48 | 1.21 | 1.55 | 0.9 |
| Price Returns | 15.81% | 13.49% | 14.13% | 16.74% | -0.54 | 1.1 | 1.42 | 0.8 |
Fundamentals
| PE | PB | DIV. YIELD% |
| 24.44 | 4.41 | 1.17 |
Index Characteristics
| NUMBER OF CONSTITUENTS | – |
| CONSTITUENT MARKET CAP [INR CRORE] | |
| MEAN TOTAL MARKET CAP | 298151.65 |
| LARGEST TOTAL MARKET CAP | 1845558.67 |
| SMALLEST TOTAL MARKET CAP | 10562.39 |
| MEDIAN TOTAL MARKET CAP | 210595.68 |
| WEIGHT LARGEST CONSTITUENT [%] | 5.05 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 42.29 |
Past Performance of Nandita Menezes
| Fund | HDFC Arbitrage Fund | It’s Benchmark | HDFC BSE 500 ETF | It’s Benchmark |
| 1 Year | 6.96 | 4.65 | 5.50 | 5.88 |
| 3 Year | 7.60 | 4.60 | — | — |
| 5 Year | 6.23 | 3.60 | — | — |
| 7 Year | 6.03 | 3.70 | — | — |
| 10 Year | 6.17 | 3.87 | — | — |
As on 30-10-2025
Past Performance of Arun Agarwal
| Fund | HDFC Arbitrage Fund – Wholesale | It’s Benchmark | HDFC BSE Sensex ETF | It’s Benchmark |
| 1 Year | 6.38 | 4.65 | 7.00 | 7.21 |
| 3 Year | 7.03 | 4.60 | 13.66 | 15.98 |
| 5 Year | 5.66 | 3.60 | 17.73 | 19.91 |
| 7 Year | 5.47 | 3.70 | 15.24 | 16.11 |
| 10 Year | 5.62 | 3.87 | — | — |
As on 30-10-2025
[B] Review of Fund Managers
Nandita Menezes
-
Background: CA (ICAI, INDIA), B.Com (University of Mumbai), Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
Arun Agarwal
- Background: Mr. Agarwal is a B.Com. and Chartered Accountant, Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Sahifund Verdict:
X
Peer Comparison (?)
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in HDFC BSE India Sector Leaders Index Fund Direct-Growth NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks