HDFC Nifty Next 50 Index Fund Direct Growth

Scheme code: INF179KC1BQ9 NAV value: ₹ 14.9925 NAV date: 19 March, 2026 TER: 0.30%
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-12.6172.017.1318.689.23
3 year11.7623.7217.5217.8415.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6118.68
3 year 6.2830.9515.0417.84
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 -8.4719.784.4918.68
3 year 6.5619.6413.5717.84
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7518.68
3 year 7.6821.4915.0617.84
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1618.68
3 year 8.0432.0317.8117.84
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: ₹12,80,779 - Absolute Returns: ₹80,779 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,48,496 - Absolute Returns: ₹10,48,496 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.67 %

Drawdown Duration

5 months

Avg Drawdown

-8.03 %

Calmar Ratio by Duration

1 Y

0.7003

3 Y

0.6688

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 5.24 1.07 111.7 104.7 9.06 % 4.00 %
3 years 7.97 1.14 113.4 103.2 19.92 % 11.28 %
5 years 3.11 1.07 104.3 99.7 8.35 % 5.32 %
7 years 2.32 1.07 104.3 99.7 5.90 % 3.77 %
10 years 1.73 1.07 104.3 99.7 4.09 % 2.62 %
12 years 1.51 1.07 104.3 99.7 3.40 % 2.18 %
15 years 1.29 1.07 104.3 99.7 2.71 % 1.74 %