HDFC NIFTY Bank ETF - GROWTH

Fund House: HDFC Mutual Fund

Category: ETFs

Status: Open Ended Schemes

Launch Date: 01-08-2020

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 0.0

Benchmark: NIFTY Bank TRI

Total Assets: 2639.61 As on (30-09-2025)

Expense Ratio: 0.16% As on (29-09-2025)

Turn over: 81.00% | Exit Load: Not Applicable

NAV as on 28-10-2025

59.7423

0.1022

CAGR Since Inception

20.9%

NIFTY Bank TRI 18.55%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC NIFTY Bank ETF - GROWTH 14.29 13.13 19.77 - 20.9
Nifty Bank TRI 14.47 13.35 20.04 13.55 18.55
ETFs 12.39 19.24 19.39 13.8 14.26

Funds Manager

FM 1 - Mr. Abhishek Mor, FM 2 - Mr.Arun Agarwal

RETURNS CALCULATORS for HDFC NIFTY Bank ETF - GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of HDFC NIFTY Bank ETF - GROWTH

Portfolio Holdings

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Sector Allocation

Show All Sectors

PEER COMPARISION of HDFC NIFTY Bank ETF - GROWTH

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
HDFC NIFTY Banking ETF Gr 01-08-2020 14.29 17.37 13.13 19.77 0.0
Zerodha Gold ETF 03-02-2024 53.65 0.0 0.0 0.0 0.0
LIC MF Gold Exchange Traded Fund 09-11-2011 49.63 37.59 31.95 17.72 15.0
Quantum Gold Fund 22-02-2008 49.62 37.52 31.63 17.34 14.62
Tata Gold ETF 12-01-2024 49.59 0.0 0.0 0.0 0.0
HDFC Gold ETF 13-08-2010 49.56 36.99 31.36 17.26 14.68
ICICI Pru Gold ETF 05-08-2010 49.27 37.73 31.47 17.36 14.55
ABSL Gold ETF 13-05-2011 49.24 37.66 31.41 17.32 14.71
Invesco India Gold ETF 12-03-2010 49.23 37.24 31.5 17.39 14.74
Axis Gold ETF 10-11-2010 49.12 37.21 31.4 17.38 14.4

Asset Allocation (%)

Key Performance and Risk Statistics of HDFC NIFTY Bank ETF - GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC NIFTY Bank ETF - GROWTH 15.6 0.46 -0.24 0.99 - -
ETFs - - - - - -