58
Index — Large CapHold
HDFC BSE 500 Index
HDFC · Direct–Growth · rank #27 of 82 by Smart Score
Data updated
Trailing returns
1 Year
2.1%
+4.6% vs index
3 Years
10.7%
+2.7% vs index
5 Years
—
Since launch
14.4%
Year-by-year performance
2024
+14.9%+5.1% vs index
2025
+7.2%-4.5% vs index
2026
-2.3%+5.5% vs index
Why this score
HDFC BSE 500 Index scores 58/100 — #27 of 82 Index — Large Cap fund (Hold). It stands out for sharpe ratio and 3y return — beating 71% of peers on sharpe ratio. The main drag is its volatility (better than only 33% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio0.30 · 71st percentile in category
3Y return10.72% · 61st percentile in category
Sortino ratio0.40 · 71st percentile in category
Volatility14.13 · 33rd percentile in category
Alpha1.53 · 64th percentile in category
Expense ratio0.37% · 43rd percentile in category
Top holdings
1.HDFC Bank Ltd5.75%
2.ICICI Bank Ltd5.19%
3.Reliance Industries Ltd4.46%
4.Bharti Airtel Ltd3.03%
5.Larsen & Toubro Ltd2.32%
501 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.