HDFC Index Fund Sensex PlanDirect Plan
Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 259.05
Expense Ratio
0.15%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
30 Jun 2000
Sponsor
NA
Email
cliser@hdfcfund.com
Phone
022 - 66316333
Address
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 0%, if redeemed between (0-3) days. No Exit load, if redeemed after 3 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the S&P BSE SENSEX Index, subject to tracking errors.
There is no assurance that the investment objective
of the Scheme will be realized.
Suitability
This product is suitable for investors who are seeking
• returns that are commensurate with the performance of the SENSEX, subject to tracking errors over long term
• investment in equity securities covered by the SENSEX
SIP/Lump Sum Calculator
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Investment per month for 0.5 Years
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Portfolio Value
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Total Returns
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