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: 8.61%.

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

₹83.9310

As of

3 Jun 2026

2,585 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	+0.51%	+0.43%	+0.08	7 / 31	Q1
1W	-1.79%	-0.88%	-0.90	22 / 31	Q3
2W	-0.65%	+0.18%	-0.83	26 / 31	Q4
1M	-3.23%	-0.10%	-3.13	30 / 31	Q4
3M	-6.78%	-1.58%	-5.20	27 / 31	Q4
6M	-12.10%	-2.24%	-9.86	30 / 31	Q4
YTD	-12.15%	-3.58%	-8.56	29 / 31	Q4
1Y	-7.33%	+6.45%	-13.78	25 / 26	Q4
2Y	-0.19%	+5.53%	-5.72	15 / 18	Q4
3Y	+7.20%	+13.84%	-6.64	13 / 16	Q4
4Y	+8.75%	+10.23%	-1.47	3 / 3	Q4
5Y	+8.61%	+9.11%	-0.50	3 / 3	Q4
7Y	+10.50%	+10.86%	-0.35	2 / 2	Q4
10Y	+12.04%	+12.18%	-0.13	2 / 2	Q4
Inception	+12.29%	+8.74%	+3.55	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	-12.15%	-3.58%	-8.56	29 / 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

+14.72%

116 windows

min -28.1% · max 77.8%

90% positive

3-Year rolling

+14.23%

92 windows

min -1.5% · max 28.3%

99% positive

5-Year rolling

+15.30%

67 windows

min 8.6% · max 21.8%

100% positive

7-Year rolling

+14.29%

43 windows

min 10.5% · max 16.6%

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

11.82%

3-year · annualised

Sharpe ratio

0.10

vs risk-free 6.5%

Sortino ratio

0.15

Downside-only deviation

Max drawdown

-16.05%

Jan 2026 → Mar 2026

% positive months

66.7%

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	₹35.9446	3 Jun 2026
Nippon India BSE Sensex Next 30 ETF	Nippon India	₹41.9389	3 Jun 2026
SBI BSE 100 ETF	SBI	₹274.7731	3 Jun 2026
ICICI Prudential BSE 500 ETF	ICICI Prudential	₹37.8344	3 Jun 2026
Invesco India Nifty 50 Exchange Traded Fund	Invesco	₹2,670.8836	3 Jun 2026
BANDHAN BSE Sensex ETF	Bandhan	₹805.2856	3 Jun 2026
Quantum Index Fund	Quantum	₹256.3499	3 Jun 2026
Aditya Birla Sun Life BSE Sensex ETF	Aditya Birla Sun Life	₹74.5997	3 Jun 2026
Motilal Oswal Nifty 100 ETF	Motilal Oswal	₹24.4799	3 Jun 2026
Mirae Asset BSE 500 Dividend Leaders 50 ETF	Mirae Asset	₹35.9112	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹83.9310
2 Jun 2026	₹84.2730
1 Jun 2026	₹83.8422
29 May 2026	₹84.4149
27 May 2026	₹85.6449
26 May 2026	₹85.8048
25 May 2026	₹86.3451
22 May 2026	₹85.1053
21 May 2026	₹84.8016
20 May 2026	₹84.9539

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 03 Jun 2026, the NAV of HDFC BSE Sensex ETF - Growth Plan is ₹83.9310. 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 5 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 -7.33% — -13.78 pp behind the ETF category average of 6.45%. The fund ranks #25 of 26 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, HDFC BSE Sensex ETF - Growth Plan has delivered a CAGR of 7.20% — -6.64 pp behind the ETF category average of 13.84%. The fund ranks #13 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 8.61% — -0.5 pp behind the ETF category average of 9.11%. 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 ₹311,782 today — a multiplier of 3.12×, based on the 10-year CAGR of 12.04%. The category average over the same window would have grown ₹1 lakh to ₹315,551.

A ₹10,000 monthly SIP in HDFC BSE Sensex ETF - Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹685,389 today. That's an XIRR (money-weighted annualised return) of 5.26%.

A ₹10,000 monthly SIP for 10 years in HDFC BSE Sensex ETF - Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,088,767 (multiplier 1.74×). XIRR: 10.68%. 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 9.11%; this fund delivered 8.61%.

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 15.30% (best 21.81%, worst 8.61%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.21 — 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: 8.61%.

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