This fund aims to mirror the performance of the S&P BSE Sensex, representing the top 30 companies in the Indian market. The investment strategy revolves around reducing the tracking error to the least possible figure through regular rebalancing of the portfolio, taking into account the change in weights of stocks in the Index as well as the incremental collections/redemptions.
What is the S&P BSE Sensex Index?
HDFC Index Fund track either of the two indices – Nifty or Sensex. One important choice to make here is funds tracking which of these two indices is better? While there is no clear answer for that, there is one important concept in play here – “Diversification.”
Why should invest in HDFC Index Fund – S&P BSE Sensex Plan?
- Diversified Exposure to Large Capitalists: This Index Fund provides investors with exposure to the country’s top 30 established and reputable businesses. They are from a variety of areas, which cover a vast spectrum of industries. They are considered to be leaders in their sectors. A diversifying portfolio allows investors to share in the growth of top businesses across India.
- Low Costs: Lower expenses invest in HDFC Index Fund – S&P BSE Sensex plans a low-cost method for investors to gain an index-linked return.
- Efficiency and Simplicity: The HDFC Index Fund – S&P BSE Sensex Plan provides a simple investment option to build wealth over the long term. With the help of tracking an index like the S&P BSE Sensex index, investors can easily comprehend and be part of the growth of India’s most renowned big-cap firms.
Top benefits of HDFC Index Fund – S&P BSE Sensex Plan
- Exposure to the Key Sectors: The Index Fund measures the performance of 30 large and liquid businesses in key segments of the Indian economy. This ensures investors can profit from the expansion and success of these crucial industries.
- Lower Volatility: It is the S&P BSE Sensex and therefore its HDFC Index Fund – S&P BSE Sensex Plan tends to be lower in volatility in comparison to small- and mid-cap indexes, offering investors the stability of an investment.
- Part of India’s Long-Term Growth Story: By investing in an extensive and well-diversified portfolio of big-cap firms investors could be part of India’s potential for growth over the long term.
Fund Managers of HDFC Index Fund – S&P BSE Sensex Plan
Mr. Arun Agarwal
Senior Fund Manager and Collectively over 23 years of experience in equity, debt and derivative dealing, fund management, internal audit and treasury operations.
Mr. Nirman S. Morakhia
Fund Manager and Dealer – Equities
Performance of HDFC Index Fund – S&P BSE Sensex Plan
What is the ideal investment time period for HDFC Index Fund – S&P BSE Sensex Plan ?
The HDFC Index Fund – S&P BSE Sensex Plan is suitable for investors with a time of 3 years and above.
Who should invest in HDFC Index Fund – S&P BSE Sensex Plan?
1.Wish to replicate the performance of the S&P BSE Sensex index and gain exposure to the top 30 large-cap companies in India
2.This fund chooses To earn index-linked returns, choose a low-cost investing choice.
3.Are looking for a long-term investment solution aimed at wealth creation
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