HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹2,323 Cr
N/A
0.25
Nil
CRISIL IBX Financial Services 3 to 6 Months DebtIndex
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.32 | -0.14 | 265.31 |
| 6M | 3.32 | 1.78 | 195.09 |
| 1Y | 6.72 | 3.29 | 195.09 |
| 3Y | 0.00 | 12.64 | 31.95 |
Portfolio Analysis
- Equity:
- Debt: 94.69%
- Others
About Fund HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth managed by HDFC Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹2,323 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 3 to 6 Months DebtIndex while maintaining an expense ratio of 0.25. 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.
Fund Managers
Anupam Joshi
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India Ultra Short Bond Fund - Segregated Portfolio 1 - Retail Plan Growth | 0 | 0 CR | 0.04 |
| HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth | 0 | 2,322 CR | 0.25 |
| Franklin India Ultra Short Bond Fund - Institutional Plan Growth | 0 | 296 CR | 0.66 |
| Franklin India Ultra Short Bond Fund - Super Institutional Growth | 0 | 296 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Ultra Short Bond Fund - Segregated Portfolio 1 - Retail Plan Growth | 0 | 0 |
| This FundHDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth | 6.7195 | 0 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 13.6888 | 28.4789 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 13.6886 | 28.6768 |
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth FAQs
- 1 Month : 0.32%
- 6 Months : 3.32%
- 1 Year : 6.72%
- 3 Years : 0.00%
