HDFC BSE Sensex Index Fund

Ticker: mf12556
Decent 68/100

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Business Overview

The HDFC BSE Sensex Index Fund is a passive investment vehicle designed to replicate the performance of the BSE Sensex, one of India's leading stock market indices. Ideal for investors seeking long-term growth through equity exposure, this fund offers a simple way to invest in a diversified portfolio of blue-chip companies. It matters because it provides a low-cost entry point into the stock market, making it accessible for both novice and experienced investors.

  • Tracks the performance of the BSE Sensex
  • Diversified exposure to top Indian companies
  • Low expense ratio for cost-effective investing
  • Suitable for long-term wealth creation
  • Ideal for both new and seasoned investors

Investment Thesis

HDFC BSE Sensex Index Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling choice for investors seeking long-term capital appreciation.

  • Strong backing from HDFC Group, ensuring trust and stability.
  • Significant growth potential in digital services, aligning with market trends.
  • Valuation metrics favorable compared to competitors, enhancing investment appeal.
  • Diversified exposure to top-performing Sensex companies, reducing risk.
  • Consistent historical performance, reflecting effective fund management.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top Indian companies
  • Potential for long-term capital appreciation
  • Low expense ratio compared to peers
  • Rising retail investor participation
  • Tax benefits on long-term investments
Risks ⚠️
  • Market volatility affecting returns
  • Economic downturns impacting performance
  • Regulatory changes in mutual funds
  • Interest rate fluctuations
  • Limited historical performance data

Peer Perspective

HDFC BSE Sensex Index Fund trades at a slight premium compared to peers like SBI Nifty Index Fund and ICICI Nifty Index Fund, with rerating potential hinging on consistent margin stability and market growth acceleration.
📊 Stock Investment Checklist (100 Points)
HDFC BSE Sensex Index Fund • Updated: 2025-09-29 12:18:03
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of large-cap companies, which are generally in future-ready sectors.
  • 10
    Growth
    High
    Consistent revenue and profit growth from underlying companies in the index.
  • 10
    Profitability
    High
    Strong ROE and ROCE metrics from the top companies in the index.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but some companies may be overvalued.
  • 7
    Balance
    High
    The underlying companies have manageable debt levels and good liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The HDFC BSE Sensex Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth, but investors should be cautious of market volatility and valuation concerns.


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