HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - DirectPlan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is 83 TATA CAPITAL LTD with a portfolio weight of 10.73% .
The fund currently owns more than 33 stocks.
The top 10 holdings account for 62.63% 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 | 0.12% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
10.73%
|
||
| 2 |
8.04%
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| 3 | Finance & Investments |
7.78%
|
|
| 4 | Finance - Term Lending Institutions |
5.37%
|
|
| 5 |
5.37%
|
||
| 6 |
5.36%
|
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| 7 |
5.36%
|
||
| 8 | Finance - Banks - Private Sector |
5.19%
|
|
| 9 |
5.14%
|
||
| 10 |
4.29%
|
||
| 11 |
2.68%
|
||
| 12 |
2.68%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund - DirectPlan 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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