56
Index — Large CapHold
HDFC BSE 500 Index
HDFC · Direct–Growth · rank #29 of 81 by Smart Score
Data updated
Trailing returns
1 Year
0.1%
+2.8% vs index
3 Years
11.4%
+3.4% vs index
5 Years
—
Since launch
15.1%
Year-by-year performance
2024
+14.9%+5.1% vs index
2025
+7.2%-4.5% vs index
2026
-2.1%+4.7% vs index
Why this score
HDFC BSE 500 Index scores 56/100 — #29 of 81 Index — Large Cap fund (Hold). It stands out for sharpe ratio and sortino ratio — beating 70% of peers on sharpe ratio. The main drag is its volatility (better than only 30% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio0.35 · 70th percentile in category
Volatility14.14 · 30th percentile in category
3Y return11.42% · 59th percentile in category
Sortino ratio0.47 · 70th percentile in category
Alpha2.14 · 65th percentile in category
1Y return0.15% · 61st percentile in category