69
Index — Large CapBuy
HDFC Nifty Next 50 Index
HDFC · Direct–Growth · rank #11 of 82 by Smart Score
Data updated
Trailing returns
1 Year
4.4%
+11.7% vs index
3 Years
16.4%
+10.3% vs index
5 Years
—
Since launch
11.6%
Year-by-year performance
2022
+0.3%-5.2% vs index
2023
+26.7%+5.6% vs index
2024
+27.3%+17.4% vs index
2025
+2.5%-9.2% vs index
2026
+4.4%+14.3% vs index
Why this score
HDFC Nifty Next 50 Index scores 69/100 — #11 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 79% of peers on 3y return. The main drag is its volatility (better than only 9% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return16.40% · 79th percentile in category
Volatility18.44 · 9th percentile in category
Sharpe ratio0.54 · 84th percentile in category
Fund size2708.94 Cr · 87th percentile in category
Sortino ratio0.72 · 82nd percentile in category
Alpha9.15 · 80th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.02%
3.Tata Motors Ltd3.87%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.24%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.