Why invest in HDFC Index Fund - BSE Sensex Plan?

Diversified Large Cap Exposure: The Index Fund provides investors with exposure to India's 30 largest and established companies. These companies come from various sectors, covering a wide range of industries, and are considered leaders in their respective fields. Investing in such a diversified portfolio allows investors to participate in the performance of the leading companies in India.Lower Costs: Lower expenses makes investing in HDFC Index Fund - BSE Sensex Plan a cost-effective way for investors to earn index linked returns.Simplicity and Effectiveness: The HDFC Index Fund - BSE Sensex Plan provides a straightforward investment solution for long-term wealth creation. By tracking the BSE Sensex index, investors can easily understand and participate in the overall performance of India's leading large-cap companies.

Additional benefits of HDFC Index Fund - BSE Sensex Plan

Exposure to Key Sectors: The Index Fund measures the performance of 30 large and liquid companies across key sectors of the Indian economy. This exposure ensures that investors are well-positioned to benefit from the growth and performance of these critical sectors.Lower Volatility: The BSE Sensex, and consequently the HDFC Index Fund - BSE Sensex Plan, tends to be less volatile compared to mid and small-cap indices, providing investors with a relatively stable investment option.Participating in India's Long-Term Growth Story: By investing in a well-diversified and liquid portfolio of large-cap companies, investors can be participants in India's long-term growth potential.

Who should invest in HDFC Index Fund - BSE Sensex Plan?

HDFC Index Fund - BSE Sensex Plan is suitable for investors who:Want exposure to the top 30 large-cap companies in India and seek to replicate the performance of the BSE Sensex indexPrefer a low-cost investment option to earn index linked returnsAre looking for a long-term investment solution aimed at wealth creation and are comfortable with the potential fluctuations in the stock market

What is the ideal investment time horizon for the HDFC Index Fund - BSE Sensex Plan?

The HDFC Index Fund - BSE Sensex Plan is suitable for investors with a time horizon of 3 years and above.

HDFC BSE Sensex Index Fund

Index

DIRECTREGULAR

An open ended scheme replicating / tracking BSE SENSEX index (TRI)

Investment Objective: The investment objective of the Scheme is to generate returns that are commensurate with the performance of the BSE SENSEX Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.

What is the BSE Sensex Index?

The BSE Sensex is one of India's well-known benchmark indices, comprising 30 of the largest and most actively traded stocks on the Bombay Stock Exchange (BSE).

For current constituents of BSE SENSEX (Total Returns Index), please click here.

For changes to Index constituents, please click here.

Returns

12.52%

Inception Date

01/01/2013

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

3 Years and above

Entry Load

An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.

TER

The Total Expense Ration (TER) represents the costs for running and managing a Mutual Fund scheme. It is calculated as a percentage of the scheme’s average Net Asset Value (NAV). The daily NAV of a Mutual Fund is disclosed after deducting these expenses.

Disclaimer

Including Additional Expenses and Goods and Service Tax on Management Fees, if any. Click here to view the Total Expense Ratio

0.2

Lock in

A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.

NAV NA

Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.

AUM (31/03/2026)

Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.

₹7,896.85 Cr.

Benchmark

A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.

BSE SENSEX (TRI)

Nav Performance

No data available

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # BSE SENSEX TRI ## Nifty 50...Read More

Fund Managers

Top 10 Holdings

As on 28 Feb 2026

Downloads

HDFC BSE Sensex Index Fund

SID - HDFC BSE Sensex Index Fund dated November 21, 2025

KIM - HDFC BSE Sensex Index Fund dated November 21, 2025

Fund Facts - HDFC BSE Sensex Index Fund_December 25

Exit Load

In respect of each purchase/switch-in of Units, an Exit Load of 0.25% is payable if Units are redeemed/switched-out within 3 days from the date of allotment.
No Exit Load is payable if Units are redeemed/switched-out after 3 days from the date of allotment.
No Entry/Exit Load shall be levied on bonus units and units allotted on dividend reinvestment

Product Labelling

Benchmark Riskometer

Very High

This product is suitable for investors who are seeking~

returns that are commensurate with the performance of the S&P BSE SENSEX, subject to tracking errors over long term
investment in equity securities covered by the S&P BSE SENSEX

~Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

FAQs

- Diversified Large Cap Exposure: The Index Fund provides investors with exposure to India's 30 largest and established companies. These companies come from various sectors, covering a wide range of industries, and are considered leaders in their respective fields. Investing in such a diversified portfolio allows investors to participate in the performance of the leading companies in India.
- Lower Costs: Lower expenses makes investing in HDFC Index Fund - BSE Sensex Plan a cost-effective way for investors to earn index linked returns.
- Simplicity and Effectiveness: The HDFC Index Fund - BSE Sensex Plan provides a straightforward investment solution for long-term wealth creation. By tracking the BSE Sensex index, investors can easily understand and participate in the overall performance of India's leading large-cap companies.
- Exposure to Key Sectors: The Index Fund measures the performance of 30 large and liquid companies across key sectors of the Indian economy. This exposure ensures that investors are well-positioned to benefit from the growth and performance of these critical sectors.
- Lower Volatility: The BSE Sensex, and consequently the HDFC Index Fund - BSE Sensex Plan, tends to be less volatile compared to mid and small-cap indices, providing investors with a relatively stable investment option.
- Participating in India's Long-Term Growth Story: By investing in a well-diversified and liquid portfolio of large-cap companies, investors can be participants in India's long-term growth potential.
HDFC Index Fund - BSE Sensex Plan is suitable for investors who:
- Want exposure to the top 30 large-cap companies in India and seek to replicate the performance of the BSE Sensex index
- Prefer a low-cost investment option to earn index linked returns
- Are looking for a long-term investment solution aimed at wealth creation and are comfortable with the potential fluctuations in the stock market