30
Index — Large CapAvoid
HDFC BSE Sensex Index
HDFC · Direct–Growth · rank #67 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-9.8%
-2.5% vs index
3 Years
4.1%
-1.9% vs index
5 Years
5.7%
-1.1% vs index
Since launch
11.3%
Year-by-year performance
2021
+22.9%-2.4% vs index
2022
+5.5%+0.1% vs index
2023
+20.1%-1.0% vs index
2024
+9.2%-0.6% vs index
2025
+10.1%-1.6% vs index
2026
-12.2%-2.3% vs index
Why this score
HDFC BSE Sensex Index scores 30/100 — #67 of 82 Index — Large Cap fund (Avoid). It stands out for fund size and expense ratio — beating 93% of peers on fund size. The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return4.13% · 8th percentile in category
5Y return5.71% · 10th percentile in category
Fund size8495.57 Cr · 93rd percentile in category
Sharpe ratio-0.18 · 22nd percentile in category
Expense ratio0.22% · 86th percentile in category
Alpha-3.02 · 12th percentile in category
Top holdings
1.HDFC Bank Ltd11.84%
2.ICICI Bank Ltd11.39%
3.Reliance Industries Ltd9.53%
4.Bharti Airtel Ltd6.11%
5.Larsen & Toubro Ltd5.17%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.