58
Index — Large CapHold
HDFC BSE 500 Index
HDFC · Direct–Growth · rank #25 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-3.0%
+4.4% vs index
3 Years
9.1%
+3.0% vs index
5 Years
—
Since launch
13.5%
Year-by-year performance
2024
+14.9%+5.1% vs index
2025
+7.2%-4.5% vs index
2026
-4.4%+5.5% vs index
Why this score
HDFC BSE 500 Index scores 58/100 — #25 of 82 Index — Large Cap fund (Hold). It stands out for sharpe ratio and 3y return — beating 71% of peers on sharpe ratio. The main drag is its volatility (better than only 33% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio0.18 · 71st percentile in category
3Y return9.05% · 62nd percentile in category
Sortino ratio0.24 · 71st percentile in category
Volatility14.15 · 33rd percentile in category
Alpha1.88 · 64th percentile in category
1Y return-2.97% · 61st percentile in category
Top holdings
1.HDFC Bank Ltd5.47%
2.ICICI Bank Ltd5.26%
3.Reliance Industries Ltd4.4%
4.Bharti Airtel Ltd2.82%
5.Larsen & Toubro Ltd2.38%
501 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.