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HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund
Regular Plan · Growth Option · HDFC Mutual Fund
Returns
Annualised (CAGR) returns for periods over a year.
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Rank in Category
| Period | This Fund | Category Avg. | Rank |
|---|---|---|---|
| 1W | +3.77% | +3.82% | 2 of 3 |
| YTD | +4.93% | +1.21% | 1 of 3 |
| INCEPTION | +332.91% | — | — |
Ranked among: Index Funds - Hybrid Fund.
NAV History
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund
Direct Plan · Growth
|
— | — | — | -3.61% |
|
Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund
Direct Plan · Growth Option
|
— | — | — | -0.63% |
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HDFC Developed World Overseas Equity Passive FOF
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+18.91% | +25.41% | +15.25% | +16.26% |
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+16.53% | +30.86% | +23.07% | +10.47% |
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HDFC INNOVATION FUND
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|
+13.31% | — | — | +14.01% |
|
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Direct Plan · Growth Option
|
+6.94% | — | — | +6.95% |
|
HDFC Arbitrage Fund
Direct Plan · Growth Option
|
+6.62% | +7.25% | +6.74% | +6.44% |
About This Scheme
Investment Objective
Passive investment in equity and equity related securities and debt securities replicating the composition of the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index (TRI), subject to tracking error. There is no assurance that the investment objective of the Scheme will be achieved.
Stated Asset Allocation
Constituents of LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index** : 95-100% Plain Vanilla Debt Securities, Government Securities, T-Bills and Money Market Instruments, Repo on Government Securities, Units of Liquid and Overnight schemes of Mutual Fund : 0-5%. **Refer Investment Strategy for replication norms at - https://www.hdfcfund.com/statutory-disclosure/offer-document-disclosures For detailed asset allocation, refer Scheme Information Document (SID) available on the website.
Exit Load
Not Applicable
Fund Managers
FM1 - Nandita Menezes, FM2 - Arun Agarwal, FM3 - Sankalp Baid
FM1 - Fund Manager, FM2 - Co-Fund Manager, FM3 - Co-Fund Manager
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.