HDFC BSE 500 Index Fund Direct Growth

Scheme code: INF179KC1GG9 NAV value: ₹ 14.3163 NAV date: 19 March, 2026 TER: 0.30%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.95	41.55	8.61	15.38	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.38
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.38
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	15.38
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	15.38
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,69,408 - Absolute Returns: ₹69,408 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,11,087 - Absolute Returns: ₹3,11,087 - CAGR: %

Max Drawdown

-18.82 %

Drawdown Duration

5 months

Avg Drawdown

-4.06 %

1 Y

0.8171

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.15	1.02	103.6	100.8	6.09 %	4.00 %
3 years	3.25	1.02	103.3	99.0	13.00 %	9.68 %
5 years	1.93	1.02	103.3	99.0	7.61 %	5.70 %
7 years	1.40	1.02	103.3	99.0	5.38 %	4.04 %
10 years	1.00	1.02	103.3	99.0	3.73 %	2.81 %
12 years	0.85	1.02	103.3	99.0	3.10 %	2.34 %
15 years	0.72	1.02	103.3	99.0	2.47 %	1.86 %