Should I invest in HDFC BSE 500 Index Fund?

We don't give personal investment advice. HDFC BSE 500 Index Fund - Regular Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

HDFC

HDFC BSE 500 Index Fund - Regular Plan - Growth Option

Latest NAV

₹15.4717

As of

17 Jul 2026

797 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.50%	+0.18%	+0.32	71 / 291	Q1
1W	+0.02%	-0.08%	+0.10	158 / 291	Q3
2W	+0.23%	+0.22%	+0.02	107 / 291	Q2
1M	+1.22%	+0.71%	+0.51	89 / 291	Q2
3M	+2.11%	+2.09%	+0.02	107 / 288	Q2
6M	-0.79%	+1.30%	-2.09	203 / 276	Q3
YTD	-2.57%	+0.50%	-3.07	211 / 275	Q4
1Y	-0.50%	+2.18%	-2.68	185 / 261	Q3
2Y	-0.04%	+2.95%	-2.99	118 / 167	Q3
3Y	+10.86%	+10.34%	+0.53	41 / 130	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.46%	+6.61%	+7.85	35 / 291	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.57%	+0.47%	-3.04	209 / 273
2025	+6.16%	+5.14%	+1.01	132 / 211
2024	+14.04%	+13.66%	+0.38	46 / 136
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.24%

28 windows

min -3.1% · max 39.9%

86% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+12.63%

4 windows

min 10.9% · max 14.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.93%

3-year · annualised

Sharpe ratio

0.36

vs risk-free 6.5%

Sortino ratio

0.59

Downside-only deviation

Max drawdown

-19.00%

Sep 2024 → Feb 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
Nippon India BSE Sensex Next 30 Index Fund - Regular Plan-Growth Option	Nippon India	₹10.8037	17 Jul 2026
SBI BSE Sensex Index Fund - Regular Plan - Growth	SBI	₹12.7899	17 Jul 2026
Invesco India BSE Sensex Index Fund - Regular Plan - Growth	Invesco	₹10.2392	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - GROWTH	Bandhan	₹14.8671	17 Jul 2026
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹20.6459	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - Growth	Mirae Asset	₹10.0288	17 Jul 2026
Kotak BSE Sensex Index Fund - Regular - Growth	Kotak	₹10.4040	17 Jul 2026
Edelweiss Nifty 50 Index Fund Regular Plan Growth	Edelweiss	₹13.9068	17 Jul 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - Growth	DSP	₹11.9488	17 Jul 2026
HSBC NIFTY 50 INDEX FUND - Regular Growth	HSBC	₹28.2500	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.4717
16 Jul 2026	₹15.3952
15 Jul 2026	₹15.4145
14 Jul 2026	₹15.3663
13 Jul 2026	₹15.4687
10 Jul 2026	₹15.4686
9 Jul 2026	₹15.2903
8 Jul 2026	₹15.1787
7 Jul 2026	₹15.4824
6 Jul 2026	₹15.5232

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of HDFC BSE 500 Index Fund - Regular Plan - Growth Option is ₹15.4717. It's a Index Fund from HDFC, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC BSE 500 Index Fund - Regular Plan - Growth Option has NAV history starting from 21 Apr 2023, a track record of about 3 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

HDFC BSE 500 Index Fund - Regular Plan - Growth Option is managed by HDFC. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC BSE 500 Index Fund - Regular Plan - Growth Option has delivered a absolute return of -0.50% — -2.68 pp behind the Index Fund category average of 2.18%. The fund ranks #185 of 261 in its category — the third (Q3) quartile.

Over the trailing 3-year window, HDFC BSE 500 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 10.86% — +0.53 pp ahead of the Index Fund category average of 10.34%. The fund ranks #41 of 130 in its category — the second (Q2) quartile.

HDFC BSE 500 Index Fund - Regular Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HDFC BSE 500 Index Fund - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹136,258 today — a multiplier of 1.36×, based on the 3-year CAGR of 10.86%. The category average over the same window would have grown ₹1 lakh to ₹134,321.

A ₹10,000 monthly SIP in HDFC BSE 500 Index Fund - Regular Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹392,114 today. That's an XIRR (money-weighted annualised return) of 5.63%.

HDFC BSE 500 Index Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹392,114 — XIRR 5.63%.

On a 3-year basis, HDFC BSE 500 Index Fund - Regular Plan - Growth Option ranks #41 out of 130 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.34%; this fund delivered 10.86%.

The worst peak-to-trough decline HDFC BSE 500 Index Fund - Regular Plan - Growth Option has experienced over the last 3-year window is 19.00% — its NAV fell from a high on 26 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, HDFC BSE 500 Index Fund - Regular Plan - Growth Option averaged 12.63% (best 14.90%, worst 10.86%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.36 — weak risk-adjusted performance.

In calendar year 2025, HDFC BSE 500 Index Fund - Regular Plan - Growth Option returned 6.16% — beating the Index Fund category average of 5.14% by 1.01 pp. It ranked #132 of 211 in its category that year.

HDFC BSE 500 Index Fund - Regular Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HDFC BSE 500 Index Fund - Regular Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.