How to check the XIRR of HDFC Nifty SDL Oct 2026 Index Fund - Growth Option?

You can track the exact XIRR and portfolio overlapping of HDFC Nifty SDL Oct 2026 Index Fund - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for HDFC Nifty SDL Oct 2026 Index Fund - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare HDFC Nifty SDL Oct 2026 Index Fund - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

HDFC NIFTY Sdl Oct 2026 Index Fund - Growth Option

HDFC Mutual Fund

Expense Ratio: 0.36

Risk: Low to Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty SDL Oct 2026 Index

Inception: 16-02-2023

Exit Load: Nil

Fund Size:₹188.56 Cr

Performance

Fund5.51%

Cat. Avg.2.17%

Fund6.90%

Cat. Avg.2.83%

Fund7.02%

Cat. Avg.10.63%

FundN/A

Cat. Avg.10.85%

10Y

FundN/A

Cat. Avg.11.36%

Fund7.29%

Cat. Avg.6.85%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.37% Maharashtra SDL - Mat 140926	DEBT	SDL	Sovereign	5.87%	41.77	22.60%
2	8.72% Tamil Nadu SDL Mat 190926	DEBT	SDL	Sovereign	5.88%	18.36	9.94%
3	7.58% Maharashtra SDL MAT 240826	DEBT	SDL	Sovereign	5.87%	17.10	9.25%
4	6.24% Maharashtra SDL MAT 110826	DEBT	SDL	Sovereign	5.86%	17.02	9.21%
5	8.08% Maharashtra SDL - Mat 150626	DEBT	SDL	Sovereign	5.72%	12.05	6.52%
6	7.37% Tamil Nadu SDL Mat 140926	DEBT	SDL	Sovereign	5.87%	10.06	5.45%
7	7.83% Gujarat SDL - Mat 130726	DEBT	SDL	Sovereign	5.80%	10.05	5.44%
8	5.7% Karnataka SDL - Mat 150726	DEBT	SDL	Sovereign	5.79%	10.00	5.41%
9	7.14% Karnataka SDL - Mat 131026	DEBT	SDL	Sovereign	5.97%	6.24	3.38%
10	TREPS - Tri-party Repo	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	6.54%	5.09	2.75%

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Fund Details

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61553	+2.6%	+5.5%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+6.1%	+6.2%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.3%	+6.7%
SI	08 Mar, 23	2.05 L.	2.30 L.	+12.0%	+6.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	14 Jul, 25	1 L.	1.06 L.	+5.5%	+5.5%
2Y	15 Jul, 24	1 L.	1.14 L.	+14.2%	+6.9%
3Y	14 Jul, 23	1 L.	1.23 L.	+22.6%	+7.0%
SI	24 Feb, 23	1 L.	1.27 L.	+26.9%	+7.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.