Index Funds ETFs · Other

HDFC NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund

HDFC Mutual Fund

Benchmark

Nifty SDL Plus G-Sec Jun 2027 40:60 Index

Riskometer

Low to Moderate

Size

₹49 cr

Allotted

23 Mar 2023

Holdings as of

Not on record

HDFC NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund is a index funds etfs fund of HDFC Mutual Fund with ₹49 cr under management. Its direct plan charges 0.21% a year.

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

Has HDFC NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund beaten its benchmark?

+5.29% over the last year on the direct plan.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	+0.26%	−3.60%	—
3 months	+1.08%	−5.03%	—
6 months	+2.52%	−1.83%	—
1 year	+5.29%	−4.06%	+9.35 pts
3 years	+7.44%	+9.27%	−1.83 pts
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 23 Mar 2023	+7.27%	—	—

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

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+5.42%	+5.27%	—	—	🔒
3y	+7.45%	+7.29%	—	—	🔒
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

Mar 2023 to 14 Oct 2026

Fund 128Nifty 500 TRI 157

₹100 put in at the start of Mar 2023 would be ₹128 on 14 Oct 2026, against ₹157 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 NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund cost?

0.21% a year on the direct plan, 0.35% on the regular plan; 67 of 285 funds in its category charge less.

Direct plan

0.21% a year

Category median 0.39%

Regular plan

0.35% a year

Category median 0.94%

Gap

0.14 points

for the same holdings

67 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 NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund?

Anupam Joshi, since None; Sankalp Baid, since None.

Anupam Joshi

None years

since None

Sankalp Baid

None years

since None

Benchmark as filedNIFTY SDL Plus G-Sec Jun 2027 40:60 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 NIfty SDL Plus G-Sec Jun 2027 40:60 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 NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund?

Anupam Joshi (manager) since None; Sankalp Baid (manager) since None.

What is the expense ratio of HDFC NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund?

0.21% a year on the direct plan and 0.35% on the regular plan (expense report, Oct 2026).

How has HDFC NIfty SDL Plus G-Sec Jun 2027 40:60 Index Fund done?

Its direct plan returned +7.45% a year over 3 years against None for its benchmark, Nifty SDL Plus G-Sec Jun 2027 40:60 Index, as of 13 Oct 2026.