68
Index — Large CapBuy
HDFC Nifty Next 50 Index
HDFC · Direct–Growth · rank #11 of 82 by Smart Score
Data updated
Trailing returns
1 Year
9.1%
+11.6% vs index
3 Years
17.6%
+9.6% vs index
5 Years
—
Since launch
12.0%
Year-by-year performance
2022
+0.3%-5.2% vs index
2023
+26.7%+5.6% vs index
2024
+27.3%+17.4% vs index
2025
+2.5%-9.2% vs index
2026
+5.6%+13.4% vs index
Why this score
HDFC Nifty Next 50 Index scores 68/100 — #11 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 78% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return17.57% · 78th percentile in category
Volatility18.41 · 8th percentile in category
Sharpe ratio0.60 · 82nd percentile in category
Fund size2659.43 Cr · 86th percentile in category
Sortino ratio0.81 · 84th percentile in category
Alpha8.04 · 80th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.03%
2.TVS Motor Company Ltd3.99%
3.Tata Motors Ltd3.59%
4.Hindustan Aeronautics Ltd3.47%
5.Adani Power Ltd3.45%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.