Insufficient historyDirect · Growth
HDFC BSE India Sector Leaders Index Fund
- NAV
- 9.1035
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹183.98 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-11.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -11.0%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 23 days
- 1 recovered episodes
- Longest recovery
- 23 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-15.1%
26 Nov 2025 – 2 Jan 2026
Trough 10 Dec 2025 · recovered in 23 days
-2.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
0
Drawdown
62
Mean
n/a
Portfolio
31 Aug 2026 · 61 holdings · top 10 are 41.0%.
- Top 5
- 24.6%
- Top 10
- 41.0%
- Largest holding
- 5.3%
- Effective holdings
- 39.4
ICICI Bank Ltd
Financial
5.3%
Bharti Airtel Ltd
Technology
4.9%
Reliance Industries Ltd
Energy & Utilities
4.9%
Larsen & Toubro Ltd
Industrials
4.8%
HDFC Bank Ltd
Financial
4.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.4%
- Vol
- 1.2%
- Max DD
- -0.8%
- Sharpe
- 1.85
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Lower TER
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Mutual Fund
- 1Y
- +6.8%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 4.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.0%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.65
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.3%
- Vol
- 1.4%
- Max DD
- -3.5%
- Sharpe
- 0.87
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Bajaj Finserv Nifty 50 Index Fund
Bajaj Finserv Mutual Fund
- 1Y
- -7.3%
- 3Y
- n/a
- Vol
- 12.3%
- Max DD
- -14.9%
- Sharpe
- -0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown