BSE Scrip Code: 539517
NSE Symbol: HDFCSENSEX
An open ended scheme replicating/tracking BSE Sensex Index (TRI)
Investment Objective: To generate returns that are commensurate (before fees and expenses) with the performance of the BSE Sensex Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
What is the BSE Sensex Index?
The BSE Sensex is one of India's well-known benchmark indices, comprising 30 of the largest and most actively traded stocks on the Bombay Stock Exchange (BSE).
Why invest in HDFC BSE Sensex ETF?
- Diversified Large Cap Exposure: The ETF provides investors with exposure to India's 30 largest and established companies. These companies come from various sectors, covering a wide range of industries, and are considered leaders in their respective fields. Investing in such a diversified portfolio allows investors to participate in the performance of the leading companies in India.
- Lower Costs: Lower expenses makes investing in HDFC BSE Sensex ETF a cost-effective way for investors to earn index linked returns.
- Simplicity and Effectiveness: The HDFC BSE Sensex ETF provides a straightforward investment solution for long-term wealth creation. By tracking the BSE Sensex index, investors can easily understand and participate in the overall performance of India's leading large-cap companies.
Additional benefits of HDFC BSE Sensex ETF:
- Exposure to Key Sectors: The ETF measures the performance of 30 large and liquid companies across key sectors of the Indian economy. This exposure ensures that investors are well-positioned to benefit from the growth and performance of these critical sectors.
- Lower Volatility: The BSE Sensex, and consequently the HDFC BSE Sensex ETF, tends to be less volatile compared to mid and small-cap indices, providing investors with a relatively stable investment option.
- Participating in India's Long-Term Growth Story: By investing in a well-diversified and liquid portfolio of large-cap companies, investors can be participants in India's long-term growth potential.
Who should invest in HDFC BSE Sensex ETF?
HDFC BSE Sensex ETF is suitable for investors who:
- Want exposure to the top 30 large-cap companies in India and seek to replicate the performance of the BSE Sensex index
- Prefer a low-cost investment option to earn index linked returns
- Are looking for a long-term investment solution aimed at wealth creation and are comfortable with the potential fluctuations in the stock market
How to invest in HDFC BSE Sensex ETF?
A. On the Stock Exchange: Investors can buy HDFC BSE Sensex ETF units through a stockbroker on the Stock Exchange(s) i.e. NSE/BSE.
B. Directly with the Fund: Market Makers/Large Investors:
On an ongoing basis, Market Makers and Large Investors* may approach the Fund directly for subscription/redemption of units of the ETF at the Intra-Day NAV in multiples of Creation Unit size. *The minimum application amount for Large Investors shall be Rs. 25 Crores and in multiples of Creation Unit Size^.
^ Not Applicable till February 28, 2025 for a) Schemes managed by Employee Provident Fund Organisation, India and b) Recognised Provident Funds, approved gratuity funds and approved superannuation funds under Income tax act, 1961.
What is the ideal investment time horizon for the HDFC BSE Sensex ETF?
The HDFC BSE Sensex ETF is suitable for investors with a time horizon of 3 years and above.
For current constituents of BSE SENSEX (Total Returns Index), please click here.
For changes to Index constituents, please click here.
For list of Market Makers, click here