FundLens
68
Index — Large CapBuy

HDFC Nifty Next 50 Index

HDFC · Direct–Growth · rank #13 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
6.9%
+9.6% vs index
3 Years
18.3%
+10.3% vs index
5 Years
Since launch
12.2%

Year-by-year performance

last entry = YTD
2022
+0.3%
2023
+26.7%
2024
+27.3%
2025
+2.5%
2026
+5.2%

Why this score

HDFC Nifty Next 50 Index scores 68/100 — #13 of 81 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 7% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return18.34% · 78th percentile in category
Volatility18.46 · 7th percentile in category
Sharpe ratio0.64 · 82nd percentile in category
Fund size2534.10 Cr · 86th percentile in category
Sortino ratio0.86 · 83rd percentile in category
Alpha8.71 · 83rd percentile in category

Other Index — Large Cap funds