SCHEME OVERVIEW

HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option

Category: Index Fund
Launch Date: 23-10-2026
Asset Class: Equity
Benchmark: Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
Expense Ratio: 0.0% As on ()
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 0 Cr As on ()
Turn over:
NAV as on 30-10-2026

10.1655

-0.02 (-0.2351%)

CAGR Since Inception

1.68%

Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index 12.94%

PERFORMANCE of HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 30-10-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option - - - - 1.68
Benchmark - - - - -
Index Fund -3.12 9.13 8.13 10.79 4.33

Yearly Performance (%)

Nav Movement

Fund Managers

Ms. Nandita Meneze, Mr. Arun Agarwal

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.

RETURNS CALCULATOR for HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option - - - - - -
Index Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option 23-10-2026 0.0 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)