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HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan

AMC: HDFC Low Risk
⚖️ SIP Calculator

📊 Quick Summary Of This Page

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.21%
Expense Ratio
Mr. Anupam Joshi
Fund Manager
Growth
Plan Type
13 Mar 2023
Launch Date
0%
Exit Load
NAV Momentum
1 Day
0.02%
7 Days
0.09%
15 Days
0.31%
30 Days
0.58%
60 Days
1.26%
90 Days
2.01%
180 Days
4.11%
1 Year
10.37%
2 Years
23.96%
Fund Analysis

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 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 738% GOI MAT 200627 with a portfolio weight of 43.19% .

Holdings Insights

The fund currently owns more than 12 stocks.

The top 10 holdings account for 99.06% of total assets.

Based on portfolio allocation, this fund appears highly concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 10.37% 2.52%
2 Year Return 23.96% 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 0.21% -
NAV History

📊 Top Holdings

Top 12
# Company Sector Weight
1
738% GOI MAT 200627
43.19%
2
786% KARNATAKA SDL MAT 150327
17.23%
3
679% GOI MAT 150527
12.41%
4
722% CHHATTISGARH SDL MAT 250127
10.32%
5
723% TAMIL NADU SDL MAT 140627
6.22%
6
TREPS
3.64%
7
769% HARYANA SDL MAT 150627
Finance & Investments
2.66%
8
NET CURRENT ASSETS
1.49%
9
777% KERALA SDL MAT 010327
1.04%
10
752% GUJARAT SDL MAT 240527
0.86%
11
778% UTTAR PRADESH SDL MAT 010327
0.73%
12
751% MAHARASHTRA SDL MAT 240527
0.21%
Fund Information

AMC: HDFC

Category:

Launch Date: 13 Mar 2023

Fund Manager: Mr. Anupam Joshi

Minimum Purchase: ₹100

Exit Load:

Lock-in: 1

Risk: Low Risk

About This Fund

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 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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Frequently Asked Questions

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan, based on the latest portfolio data.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan and making investment decisions.

Yes, HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of HDFC NIFTY SDL Plus G-Sec Jun 2027 40 60 Index Fund - Direct Plan to estimate returns and wealth creation over different time periods.
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