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HDFC Mutual Fund

HDFC Nifty G-Sec Apr 2029 Index Fund - Growth Option - Direct Plan

Open Ended Schemes(Other Scheme - Index Funds)Low to Moderate Riskvs NIFTY G- Sec Apr 2029 IndexISIN INF179KC1FQ0
NAV · 06-Jul-2026
12.9797
1M
+1.35%
6M
+2.51%
1Y (CAGR)
+5.30%
3Y (CAGR)
+7.76%
5Y (CAGR)
Since inception (CAGR)
+8.16%

NAV history

10.9311.6612.4004-07-202303-07-202612.96
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
1.56%
Downside dev (3y)
1.13%
Max drawdown (3y)
-0.9%
Sharpe (3y)
0.81
SIP XIRR (3y)
+7.43%
Calendar-year returns
2024 +8.6%2025 +8.7%

Vs benchmark — Nifty 50

3y monthly · 36 months of overlap
Beta
0.07
Alpha (p.a.)
+1.00%
Up capture
19.3%
Down capture
-18.0%
Correlation
0.54

Fund facts

Fund managerAnupam Joshi · Sankalp Baid
AUM₹1,569 Cr
Expense ratio0.21% · 2026-05-31
TER · AMFI officialDirect 0.21% · Regular 0.37% (2026-06-30)
Launch date27-Feb-2023
Plan typeOpen Ended · Others
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility1.60
AMCHDFC Asset Management Company Limited

Objective · The investment objective of the Scheme is to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY G- Sec Apr 2029 Index (Underlying Index), subject to tracking difference. There is no assurance that the investment objective of the Scheme will be realized

scheme documents ↗