HDFC Nifty 50 Equal weight Index Fund Direct Growth

Scheme code: INF179KC1BM8 NAV value: ₹ 17.0974 NAV date: 19 March, 2026 TER: 0.40%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-5.7447.5613.2216.699.23
3 year12.2923.0217.3317.5715.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6116.69
3 year 6.2830.9515.0417.57
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4916.69
3 year 6.5619.6413.5717.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7516.69
3 year 7.6821.4915.0617.57
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1616.69
3 year 8.0432.0317.8117.57
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,715 - Absolute Returns: ₹87,715 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,03,827 - Absolute Returns: ₹10,03,827 - CAGR: %

Drawdown Metrics

Max Drawdown

-18.03 %

Drawdown Duration

5 months

Recovery Time

10 months

Avg Drawdown

-4.56 %

Calmar Ratio by Duration

1 Y

0.9258

3 Y

0.9746

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 6.10 1.02 104.9 96.8 10.05 % 4.00 %
3 years 5.89 1.00 104.5 97.0 17.17 % 11.28 %
5 years 4.46 0.97 101.0 95.2 11.69 % 7.25 %
7 years 3.05 0.97 101.0 95.2 8.22 % 5.13 %
10 years 2.04 0.97 101.0 95.2 5.68 % 3.56 %
12 years 1.65 0.97 101.0 95.2 4.71 % 2.96 %
15 years 1.28 0.97 101.0 95.2 3.75 % 2.36 %