FundLens
43
Index — Large CapAvoid

HDFC Nifty 50 Index

HDFC · Direct–Growth · rank #49 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-7.4%
-0.1% vs index
3 Years
6.0%
-0.1% vs index
5 Years
6.8%
-0.0% vs index
Since launch
11.5%

Year-by-year performance

last entry = YTD
2021
+25.2%
2022
+5.4%
2023
+21.0%
2024
+9.8%
2025
+11.6%
2026
-10.0%

Why this score

HDFC Nifty 50 Index scores 43/100 — #49 of 82 Index — Large Cap fund (Avoid). It stands out for fund size and volatility — beating 98% of peers on fund size. The main drag is its 3y return (better than only 22% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return6.00% · 22nd percentile in category
Fund size23783.91 Cr · 98th percentile in category
5Y return6.80% · 34th percentile in category
Sharpe ratio-0.04 · 37th percentile in category
Alpha-1.15 · 30th percentile in category
Volatility13.22 · 65th percentile in category

Top holdings

top 5 = 36.4% of portfolio
1.HDFC Bank Ltd9.85%
2.ICICI Bank Ltd9.45%
3.Reliance Industries Ltd7.83%
4.Bharti Airtel Ltd5%
5.Larsen & Toubro Ltd4.3%

50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Large Cap funds