HDFC Index Fund – Sensex Plan,Analysis
The scheme aims to generate returns that are commensurate with the performance of S&P BSE Sensex, subject to tracking errors.
The fund has been managed by Arun Agarwal since Aug 2020. This scheme has NAV of Rs. 542.1487 for the growth option.The fund manager charges 0.20 % for his expenses.
Minimum investment is Rs. 5000 and minimum additional investment is Rs. 1000. SIP option is also available in this fund. Minimum investment in SIP option is Rs. 500.
Exit load is 0.25% for redemption within 3 days
This fund can be compared to Axis Bluechip FUnd, ICICI Prudential Bluechip Fund, Mirae Asset Large Cap Fund to name a few. Axis Bluechip Fund and Mirae Asset Large Cap Fund are the best performing funds in this category.
Other than the companies mentioned in the table, fund manager has also invested in TCS, HUL,Kotak Bank, Axis Bank and others. The fund has exposure only in giant and large cap categories.
Fund manager had paid last dividend on 12th March 2021 of Rs. 3.0000/unit.
Date of Analysis : 4.10.2021