Home Funds HDFC CRISIL-IBX Financial Services 9-12 Months Deb

HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - Regular Growth Plan

HDFC · Index Funds
High
₹10.20
Current NAV
25 Jun 2026
18.0%
1Y Return
14.0%
3Y CAGR
19.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹22,550 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.00
Sharpe Ratio
0.60
Beta
2.00
Alpha
1.30
Sortino
Fund Details
Fund House HDFC
Category Index Funds
AUM ₹22550 Cr
Expense Ratio 1.80%
Min SIP ₹500
Min Lumpsum ₹1000
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