| Fund Type | Open Ended |
| Investment Plan | Growth |
| Launch Date | 2010-4-30 |
| Benchmark | NIFTY 50 Total Return |
| Asset Size(Cr) | 155.3 (As on Mar 31, 2019) |
| Fund Manager | Arpit Kapoor , Sumit Agrawal |
| Notes |
| Min Investment | 1000 |
| Min SIP Investment | 1000 |
| Min Addl Investment | |
| Last Dividend | |
| Bonus | |
| Entry Load | . |
| Exit Load | 1 % for 7 Days |
| Period | Returns(%) |
| 3 Month | 7.83 |
| 6 Month | 12.68 |
| 1 Year | 12.67 |
| 3 Year | 15.08 |
| 5 Year | 12.58 |
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
| Fund Name | Ratings | 1 Yr Rtn. | 3 Yr Rtn. | 5 Yr Rtn. |
| HDFC Index Fund - Sensex Plan (G) | 14.85% | 15.87% | 12.63% | |
| UTI Nifty Index Fund (G) | 12.78% | 15.17% | 12.6% | |
| HDFC Index Fund Nifty 50 Plan (G) | 12.63% | 15.06% | 12.6% | |
| Reliance Index Fund - Sensex Plan (G) | 13.98% | 15.03% | 11.49% | |
| SBI Nifty Index Fund (G) | 12.24% | 14.62% | 11.84% |
| Period | Returns (%) |
| 3 Month | 7.83 |
| 6 Month | 12.68 |
| 1 Year | 12.67 |
| 3 Year | 15.08 |
| 5 Year | 12.58 |
| No. of Investment | Amount Invested | Investment Value As on date | Units Purchased | CAGR |
| No. of Investment |
Amount Invested |
Investment Value As on date |
Units Purchased | CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
| Total Amount Invested | Investment Value As on Date | Total Units Purchased | Abs. Return |
| Total Amount Invested |
Investment Value As on Date |
Total Units Purchased | Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
| Assets | Allocation (%) |
| Equity | |
| Debt | |
| Cash |
| Sector | Value(In Cr) | Allocation (%) |
| Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
| Grand Total | 0 | 0% |
