Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.64 | -0.10 | 1.91 |
| 6M | 3.71 | 2.19 | 4.16 |
| 1Y | 6.78 | 4.71 | 7.51 |
| 3Y | 0.00 | 13.12 | 25.59 |
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth managed by HDFC Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹2,512 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 3 to 6 Months DebtIndex while maintaining an expense ratio of 0.27. Under the expert guidance of Anupam Joshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Anupam holds P.G. Diploma in Business Management. He has over 5 years of experience in Portfolio Management & Dealing. In his last assignment with Principal PNB Asset Management Company, he was involved in Portfolio Management & Dealing. Prior to this he had worked with ICAP India Private Ltd as a Dealer.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund Growth | 0 | 219 CR | 0.35 |
| Mirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth | 0 | 105 CR | 0.3 |
| HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth | 0 | 2,512 CR | 0.27 |
| Invesco India Nifty G-sec Sep 2032 Index Fund Growth | 0 | 49 CR | 0.28 |
| HDFC Nifty G-Sec July 2031 Index Fund Growth | 0 | 633 CR | 0.33 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Nifty AAA Bond Financial Services Mar 2028 Index Fund Growth | 5.5318 | 0 |
| This FundMirae Asset CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth | 5.9056 | 0 |
| This FundHDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth | 6.7789 | 0 |
| This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth | 4.7493 | 24.9426 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 4.9463 | 25.0031 |