Should I invest in HDFC BSE Sensex ETF?

We don't give personal investment advice. HDFC BSE Sensex ETF - Growth Plan 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. Worst 5-year drawdown: 16.1%. 5-year CAGR: 9.50%.

HDFC

HDFC BSE Sensex ETF - Growth Plan

Unit split applied to historical metrics

This scheme had 2 unit consolidations (0.1× on 5 Feb 2024, 0.1× on 22 Feb 2021). Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

Latest NAV

₹88.5645

As of

17 Jul 2026

2,616 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	+1.26%	+0.44%	+0.83	6 / 31	Q1
1W	+0.78%	+0.19%	+0.58	8 / 31	Q2
2W	+0.54%	+0.19%	+0.35	7 / 31	Q1
1M	+1.63%	+0.24%	+1.40	8 / 31	Q2
3M	+0.14%	+0.57%	-0.43	23 / 31	Q3
6M	-5.91%	-2.16%	-3.74	26 / 31	Q4
YTD	-7.67%	-2.00%	-5.67	27 / 31	Q4
1Y	-4.02%	+4.11%	-8.13	26 / 28	Q4
2Y	-0.53%	+3.00%	-3.53	13 / 19	Q3
3Y	+6.57%	+12.20%	-5.63	14 / 16	Q4
4Y	+10.69%	+17.15%	-6.47	5 / 6	Q4
5Y	+9.50%	+10.41%	-0.90	3 / 3	Q4
7Y	+11.94%	+12.27%	-0.34	2 / 2	Q4
10Y	+12.16%	+12.23%	-0.07	2 / 2	Q4
Inception	+12.66%	+9.18%	+3.49	10 / 31	Q2

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	-7.67%	-2.00%	-5.67	27 / 31
2025	+9.80%	+12.82%	-3.02	8 / 22
2024	+9.33%	+15.17%	-5.84	14 / 16
2023	+19.72%	+23.14%	-3.42	10 / 13
2022	+5.76%	+11.06%	-5.31	2 / 3
2021	+22.81%	+20.56%	+2.24	2 / 3
2020	+16.82%	+16.20%	+0.62	1 / 2
2019	+14.99%	+13.96%	+1.03	1 / 2
2018	+7.94%	+6.76%	+1.18	1 / 2
2017	+28.74%	+28.84%	-0.10	2 / 2
2016	+3.64%	+3.89%	-0.25	2 / 2

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

+14.66%

118 windows

min -22.4% · max 62.2%

89% positive

3-Year rolling

+14.51%

93 windows

min 0.9% · max 30.2%

100% positive

5-Year rolling

+15.34%

69 windows

min 9.3% · max 23.6%

100% positive

7-Year rolling

+14.25%

45 windows

min 11.0% · max 16.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

11.52%

3-year · annualised

Sharpe ratio

0.06

vs risk-free 6.5%

Sortino ratio

0.09

Downside-only deviation

Max drawdown

-16.05%

Jan 2026 → Mar 2026

% positive months

55.6%

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 ETF

Scheme	Fund house	NAV	As of
HDFC BSE 500 ETF - Growth Option	HDFC	₹37.4595	17 Jul 2026
Nippon India BSE Sensex Next 30 ETF	Nippon India	₹41.9552	17 Jul 2026
SBI BSE 100 ETF	SBI	₹286.8064	17 Jul 2026
ICICI Prudential BSE 500 ETF	ICICI Prudential	₹39.4292	17 Jul 2026
Invesco India Nifty 50 Exchange Traded Fund	Invesco	₹2,787.8582	17 Jul 2026
BANDHAN BSE Sensex ETF	Bandhan	₹849.4533	17 Jul 2026
Quantum Index Fund	Quantum	₹267.5912	17 Jul 2026
Aditya Birla Sun Life BSE Sensex ETF	Aditya Birla Sun Life	₹78.7153	17 Jul 2026
Motilal Oswal Nifty 100 ETF	Motilal Oswal	₹25.4679	17 Jul 2026
Mirae Asset BSE 500 Dividend Leaders 50 ETF	Mirae Asset	₹35.1401	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹88.5645
16 Jul 2026	₹87.4593
15 Jul 2026	₹87.4577
14 Jul 2026	₹87.2989
13 Jul 2026	₹87.9326
10 Jul 2026	₹87.8798
9 Jul 2026	₹86.9431
8 Jul 2026	₹86.6685
7 Jul 2026	₹88.5613
6 Jul 2026	₹88.6740

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 Sensex ETF - Growth Plan is ₹88.5645. It's a ETF from HDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC BSE Sensex ETF - Growth Plan has NAV history starting from 09 Dec 2015, a track record of about 10 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HDFC BSE Sensex ETF - Growth Plan is managed by HDFC. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC BSE Sensex ETF - Growth Plan has delivered a absolute return of -4.02% — -8.13 pp behind the ETF category average of 4.11%. The fund ranks #26 of 28 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HDFC BSE Sensex ETF - Growth Plan has delivered a CAGR of 6.57% — -5.63 pp behind the ETF category average of 12.20%. The fund ranks #14 of 16 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, HDFC BSE Sensex ETF - Growth Plan has delivered a CAGR of 9.50% — -0.9 pp behind the ETF category average of 10.41%. The fund ranks #3 of 3 in its category — the bottom (Q4) quartile.

₹1 lakh invested in HDFC BSE Sensex ETF - Growth Plan exactly 10 years ago would be worth approximately ₹314,946 today — a multiplier of 3.15×, based on the 10-year CAGR of 12.16%. The category average over the same window would have grown ₹1 lakh to ₹316,887.

A ₹10,000 monthly SIP in HDFC BSE Sensex ETF - Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹711,273 today. That's an XIRR (money-weighted annualised return) of 6.74%.

A ₹10,000 monthly SIP for 10 years in HDFC BSE Sensex ETF - Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,164,437 (multiplier 1.80×). XIRR: 11.35%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HDFC BSE Sensex ETF - Growth Plan ranks #3 out of 3 funds in the ETF category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.41%; this fund delivered 9.50%.

The worst peak-to-trough decline HDFC BSE Sensex ETF - Growth Plan has experienced over the last 5-year window is 16.05% — its NAV fell from a high on 02 Jan 2026 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HDFC BSE Sensex ETF - Growth Plan averaged 15.34% (best 23.60%, worst 9.26%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, HDFC BSE Sensex ETF - Growth Plan returned 9.80% — lagging the ETF category average of 12.82% by 3.02 pp. It ranked #8 of 22 in its category that year.

HDFC BSE Sensex ETF - Growth Plan 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 Sensex ETF - Growth Plan 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. Worst 5-year drawdown: 16.1%. 5-year CAGR: 9.50%.

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

HDFC BSE Sensex ETF - Growth Plan

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ETF

Recent NAVs

Frequently asked questions

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