Index Funds ETFs · Other

HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund

HDFC Mutual Fund

Benchmark

CRISIL-IBX Financial Services 3-6 Months Debt Index

Riskometer

Low to Moderate

Size

₹2,326 cr

Allotted

6 May 2025

Holdings as of

Not on record

HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund is a index funds etfs fund of HDFC Mutual Fund with ₹2,326 cr under management. It is ahead of its benchmark (CRISIL-IBX Financial Services 3-6 Months Debt Index) in 1 of 1 periods. Its direct plan charges 0.09% a year. Anupam Joshi has managed it for 1.4 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund beaten its benchmark?

Ahead of its benchmark, CRISIL-IBX Financial Services 3-6 Months Debt Index, in 1 of 1 periods in AMFI's figures; +7.11% over the last year against +6.96%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	+0.54%	−3.60%	—
3 months	+1.76%	−5.03%	—
6 months	+3.50%	−1.83%	—
1 year	+7.11%	−4.06%	+11.17 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 6 May 2025	+7.10%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (CRISIL-IBX Financial Services 3-6 Months Debt Index) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+7.11%	+6.93%	+6.96%	+0.15	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Value of 100, month-end

May 2025 to 14 Oct 2026

Fund 110Nifty 500 TRI 98

₹100 put in at the start of May 2025 would be ₹110 on 14 Oct 2026, against ₹98 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund cost?

0.09% a year on the direct plan, 0.25% on the regular plan; 0 of 285 funds in its category charge less.

Direct plan

0.09% a year

Category median 0.39%

Regular plan

0.25% a year

Category median 0.94%

Gap

0.16 points

for the same holdings

0 of 285 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Other Scheme - Index Funds

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund?

Anupam Joshi, since 6 May 2025.

Anupam Joshi

1.4 years

since 6 May 2025

Benchmark as filedCRISIL-IBX Financial Services 3-6 Months Debt Index

Exit load

NIL

From 7 Scheme Summary Documents filed with NSE, first on 12 Apr 2026; as on 13 Oct 2026

What does HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund?

Anupam Joshi (manager) since 6 May 2025.

What is the expense ratio of HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund?

0.09% a year on the direct plan and 0.25% on the regular plan (expense report, Oct 2026).