HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹49 Cr

Lock In Period

N/A

Expense Ratio

0.35

Exit Load

Nil

Benchmark

Nifty SDL Plus G-Sec June 2027 40:60 Index

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.21-0.720.85
6M2.471.363.59
1Y5.133.057.51
3Y7.2610.5324.57

Portfolio Analysis

  • Equity:
  • Debt: 94.08%
  • Others
As on: 2026-10-15
View allocation % by

1. 7.38% GOI MAT 20062742.78%
2. 7.86% Karnataka SDL - Mat 15032717.10%
3. 6.79% GOI MAT 15052712.31%
4. 7.22% Chhattisgarh SDL - Mat 25012710.27%
5. 7.23% Tamil Nadu SDL MAT 1406276.17%
6. 7.77% Kerala SDL - Mat 0103271.03%
7. 7.52% Gujarat SDL - Mat 2405270.85%
8. 7.78% Uttar Pradesh SDL Mat 0103270.72%
9. 7.51% Maharashtra SDL - Mat 2405270.21%

1. 7.69% Haryana SDL Mat 1506272.64%
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About Fund HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth managed by HDFC Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹49 Crore. The fund benchmarks its performance against the Nifty SDL Plus G-Sec June 2027 40:60 Index while maintaining an expense ratio of 0.35. 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.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth FAQs

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth is 0.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.21%
  • 6 Months : 2.47%
  • 1 Year : 5.13%
  • 3 Years : 7.26%
Returns of HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth are updated daily based on NAV of ₹ 12.7875 as on Oct 30,2026. Since inception, the return has been 23.41%.

You can invest in HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth is ₹49 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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