HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is 895 BHARTI TELECOM LTD with a portfolio weight of 9.74% .
The fund currently owns more than 34 stocks.
The top 10 holdings account for 63.03% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.08% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
9.74%
|
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| 2 |
8.84%
|
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| 3 | Finance - Banks - Public Sector |
7.57%
|
|
| 4 |
7.29%
|
||
| 5 | Finance - Banks - Private Sector |
6.49%
|
|
| 6 | Finance - Banks - Public Sector |
6.49%
|
|
| 7 |
5.22%
|
||
| 8 |
4.85%
|
||
| 9 | Non-Banking Financial Company (NBFC) |
3.30%
|
|
| 10 | Finance - Banks - Public Sector |
3.24%
|
|
| 11 |
3.09%
|
||
| 12 |
2.87%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan is managed by HDFC .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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