HDFC BSE 500 Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
HDFC BSE 500 Index Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹300 Cr
Lock In Period
N/A
Expense Ratio
0.81
Exit Load
Nil
Benchmark
BSE 500 Total Return
HDFC BSE 500 Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.70 | -0.78 | 18.94 |
| 6M | 1.12 | 0.71 | 28.06 |
| 1Y | 1.19 | 3.07 | 91.53 |
| 3Y | 10.75 | 9.90 | 189.04 |
Portfolio Analysis
- Equity: 103.76%
- Debt: -3.76%
- Others
As on: 2026-06-30
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About Fund HDFC BSE 500 Index Fund Growth
HDFC BSE 500 Index Fund Growth managed by HDFC Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹300 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 0.81. Under the expert guidance of Nandita Menezes ,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
Nandita Menezes
Ms. Nandita Menezes holds CA (ICAI, INDIA), B.Com (University of Mumbai). Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI BSE Housing Index Fund Growth | 0 | 23 CR | 1.02 |
| Kotak Nifty 200 Momentum 30 Index Fund Growth | 0 | 575 CR | 0.78 |
| HDFC BSE 500 Index Fund Growth | 0 | 300 CR | 0.81 |
| Kotak Silver ETF Growth | 0 | 3,461 CR | 0.35 |
| ICICI Prudential Silver ETF Growth | 0 | 13,863 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI BSE Housing Index Fund Growth | -3.2235 | 35.3124 |
| This FundKotak Nifty 200 Momentum 30 Index Fund Growth | -1.0826 | 35.3531 |
| This FundHDFC BSE 500 Index Fund Growth | 1.1854 | 35.8369 |
| This FundKotak Silver ETF Growth | 89.9636 | 188.3822 |
| This FundICICI Prudential Silver ETF Growth | 90.2304 | 189.0406 |
HDFC BSE 500 Index Fund Growth FAQs
HDFC BSE 500 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 BSE 500 Index Fund Growth is 0.81. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC BSE 500 Index Fund Growth’s fund performance is as follows:
- 1 Month : 1.70%
- 6 Months : 1.12%
- 1 Year : 1.19%
- 3 Years : 10.75%
You can invest in HDFC BSE 500 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 BSE 500 Index Fund Growth is ₹300 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC BSE 500 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
