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

HDFC · Index Funds
High
₹12.78
Current NAV
26 Oct 2026
5.1%
1Y Return
7.2%
3Y CAGR
16.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹11,720 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.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.67
Sharpe Ratio
1.47
Beta
1.67
Alpha
0.85
Sortino
Fund Details
Fund House HDFC
Category Index Funds
AUM ₹11720 Cr
Expense Ratio 1.47%
Min SIP ₹500
Min Lumpsum ₹1000
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