FundLens
31
Index — Large CapAvoid

HDFC BSE Sensex Index

HDFC · Direct–Growth · rank #64 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-4.5%
-2.0% vs index
3 Years
6.2%
-1.8% vs index
5 Years
6.7%
-1.0% vs index
Since launch
11.6%

Year-by-year performance

last entry = YTD
2021
+22.9%
2022
+5.5%
2023
+20.1%
2024
+9.2%
2025
+10.1%
2026
-9.6%

Why this score

HDFC BSE Sensex Index scores 31/100 — #64 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 return6.20% · 8th percentile in category
5Y return6.67% · 10th percentile in category
Fund size8657.46 Cr · 93rd percentile in category
Sharpe ratio-0.02 · 24th percentile in category
Expense ratio0.23% · 84th percentile in category
Alpha-2.92 · 12th percentile in category

Top holdings

top 5 = 44.3% of portfolio
1.HDFC Bank Ltd12.27%
2.ICICI Bank Ltd11.08%
3.Reliance Industries Ltd9.52%
4.Bharti Airtel Ltd6.47%
5.Larsen & Toubro Ltd4.96%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds