# HDFC Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70 30 Index Fund

HDFC Asset Management Company Limited · Index · Regular plan, Growth

Full page with charts: https://discovermf.com/funds/hdfc-nifty-largemidcap250-plus-8-13-yr-g-sec-70-30-index-fund-154792
Figures as of 3 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

## In short

- **What it invests in:** Follows a market index, such as the Nifty 50.
- **How bumpy:** High: big ups and downs. Its biggest fall in the last 3 years was 0.2%.
- **Expense ratio:** 0.97% a year. Similar funds: 0.94% on average.
- **Fees and minimums:** A SIP from ₹100 a month. No fee for selling early.

Past returns do not tell you future returns.

## Key facts

- **NAV:** ₹10.39 on 3 Nov 2026
- **Fund size:** ₹21.5 cr (2 Nov 2026)
- **Expense ratio:** 0.97% a year (typical in its category 0.94%)
- **Riskometer:** High
- **Benchmark:** Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index
- **Category:** [Index](https://discovermf.com/categories/index.md)
- **Fund house:** [HDFC Asset Management Company Limited](https://discovermf.com/fund-houses/hdfc)
- **Launched:** 23 Oct 2026
- **Exit load:** Not Applicable
- **Minimum investment:** ₹100 to start, ₹100 a month by SIP
- **AMFI scheme code:** 154792

## Returns

| Period | Fund | Category average | Benchmark | Rank in category |
| --- | --- | --- | --- | --- |
| 1 month | — | — | — | — |
| 3 months | — | — | — | — |
| 6 months | — | — | — | — |
| 1 year | — | -1.4% | -2.1% | — |
| 3 years (a year) | — | +9.4% | +10.6% | — |
| 5 years (a year) | — | +8.5% | +9.4% | — |
| Since launch (a year) | — | — | — | — |

## Risk

| Measure | Fund | Category average |
| --- | --- | --- |
| Volatility, last year | 8.1% | 14.4% |
| Worst fall, last year | -0.2% | — |
| Worst fall, last 3 years | -0.2% | — |
| Sharpe ratio, 3 years | — | — |
| Sortino ratio, 3 years | — | — |
| Beta, 3 years | — | — |
| Alpha, 3 years | — | — |

## Managers

- [Nandita Menezes](https://discovermf.com/fund-managers/nandita-menezes), since 23 Oct 2026
- [Arun Agarwal](https://discovermf.com/fund-managers/arun-agarwal), since 23 Oct 2026
- [Sankalp Baid](https://discovermf.com/fund-managers/sankalp-baid), since 23 Oct 2026

## Objective

Passive investment in equity and equity related securities and debt securities replicating the composition of the Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index (TRI), subject to tracking error.
There is no assurance that the investment objective of the Scheme will be achieved.