HDFC BSE Sensex Index Fund Direct Growth

Scheme code: INF179K01WN9 NAV value: ₹ 705.8095 NAV date: 19 March, 2026 TER: 0.20%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-31.43	94.10	13.03	14.46	9.23
3 year	-3.15	31.74	13.08	13.15	15.72
5 year	-0.54	25.03	13.92	13.64	15.28
7 year	5.91	16.64	13.52	13.17	12.94
10 year	10.57	14.96	13.16	13.16	13.12
12 year	11.88	14.62	13.52	13.49	13.61

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.46
3 year	6.28	30.95	15.04	13.15
5 year	8.38	26.02	14.22	13.64
7 year	10.18	15.62	12.93	13.17
10 year	11.42	12.93	12.18	13.16
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	14.46
3 year	6.56	19.64	13.57	13.15
5 year	9.22	12.29	10.75	13.64

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.46
3 year	7.68	21.49	15.06	13.15
5 year	10.37	13.5	11.93	13.64

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.46
3 year	8.04	32.03	17.81	13.15
5 year	8.18	28.64	15.34	13.64
7 year	10.64	16.42	13.77	13.17
10 year	12.56	14.06	13.31	13.16

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,77,991 - Absolute Returns: ₹77,991 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,46,650 - Absolute Returns: ₹7,46,650 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,39,060 - Absolute Returns: ₹24,39,060 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,17,862 - Absolute Returns: ₹54,17,862 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,47,29,770 - Absolute Returns: ₹1,27,29,770 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,34,80,168 - Absolute Returns: ₹1,90,80,168 - CAGR: %

Drawdown Metrics

Max Drawdown

-38.06 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.69 %

Calmar Ratio by Duration

1 Y

0.3799

3 Y

0.3455

5 Y

0.3584

7 Y

0.3461

10 Y

0.3458

12 Y

0.3545

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.33	0.98	97.8	99.5	2.71 %	4.00 %
3 years	-0.74	0.99	98.5	99.3	10.48 %	11.28 %
5 years	0.03	0.99	99.3	99.2	9.45 %	9.44 %
7 years	0.47	1.01	100.0	99.5	11.24 %	10.74 %
10 years	0.81	1.00	99.7	98.7	12.87 %	12.06 %
12 years	0.67	1.00	99.7	98.7	10.67 %	10.00 %
15 years	0.53	1.00	99.7	98.7	8.45 %	7.92 %