59
Index — Large CapHold
HDFC BSE 500 Index
HDFC · Direct–Growth · rank #25 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-6.4%
+3.8% vs index
3 Years
8.5%
+2.2% vs index
5 Years
—
Since launch
12.1%
Year-by-year performance
2024
+14.9%+5.1% vs index
2025
+7.2%-4.5% vs index
2026
-7.5%+4.2% vs index
Why this score
HDFC BSE 500 Index scores 59/100 — #25 of 82 Index — Large Cap fund (Hold). It stands out for sharpe ratio and 3y return — beating 73% of peers on sharpe ratio. The main drag is its volatility (better than only 34% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio0.14 · 73rd percentile in category
3Y return8.52% · 62nd percentile in category
Sortino ratio0.19 · 73rd percentile in category
Volatility14.28 · 34th percentile in category
Alpha1.10 · 63rd percentile in category
1Y return-6.36% · 60th percentile in category
Top holdings
1.HDFC Bank Ltd5.72%
2.ICICI Bank Ltd5.02%
3.Reliance Industries Ltd4.16%
4.Bharti Airtel Ltd2.9%
5.Larsen & Toubro Ltd2.32%
502 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.