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 | -12.61 | 72.01 | 7.13 | 18.68 | 9.23 |
| 3 year | 11.76 | 23.72 | 17.52 | 17.84 | 15.72 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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 % |