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Mutual Fund Review: HDFC Index Fund - Sensex Plan

Objective
To generate returns that are commensurate with the performance of the SENSEX, subject to tracking errors.

Option/Plan
Growth Plan,Dividend Plan. The Dividend Plan offers Dividend Payout and Reinvestment Facility.

Entry Load (as a % of the Applicable NAV)
In respect of each purchase / switch-in of units less than Rs. 5 crore in value, an Entry Load of 2.25% is payable.
In respect of each purchase / switch-in of Units equal to or greater than Rs. 5 crore in value, no Entry Load is payable.

Exit Load (as a % of the Applicable NAV)
In respect of each purchase / switch-in of Units less than Rs. 5 Crore in value, an Exit Load of 1% is payable if units are redeemed / switched-out within 1 year from the date of allotment.
In respect of each purchase / switch-in of Units equal to or greater than Rs. 5 Crore in value, no Exit Load is payable.

Minimum Application Amount
For new investors :Rs.5000 and any amount thereafter.

 

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