Home Funds HDFC Nifty G-Sec Jun 2027 Index Fund - Growth Opti

HDFC Nifty G-Sec Jun 2027 Index Fund - Growth Option - Direct Plan

HDFC · Index Funds
High
₹12.90
Current NAV
25 Jun 2026
21.9%
1Y Return
13.9%
3Y CAGR
11.9%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.29%.
  • 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
0.99
Sharpe Ratio
0.59
Beta
1.99
Alpha
1.28
Sortino
Fund Details
Fund House HDFC
Category Index Funds
AUM ₹9040 Cr
Expense Ratio 0.29%
Min SIP ₹500
Min Lumpsum ₹1000
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