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 | -5.74 | 47.56 | 13.22 | 16.69 | 9.23 |
| 3 year | 12.29 | 23.02 | 17.33 | 17.57 | 15.72 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
| |||||||||||||||||||||||||||||||
| NIFTY 100 |
| |||||||||||||||||||||||||||||||
| NIFTY 200 |
| |||||||||||||||||||||||||||||||
| NIFTY 500 |
|
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 % |