69
Index — Large CapBuy
HDFC Nifty Next 50 Index
HDFC · Direct–Growth · rank #11 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.4%
+9.7% vs index
3 Years
15.5%
+9.2% vs index
5 Years
—
Since launch
10.3%
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
-0.5%+11.2% vs index
Why this score
HDFC Nifty Next 50 Index scores 69/100 — #11 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 79% 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 return15.49% · 79th percentile in category
Sharpe ratio0.49 · 85th percentile in category
Volatility18.56 · 8th percentile in category
Fund size2620.50 Cr · 87th percentile in category
Sortino ratio0.65 · 85th percentile in category
Alpha7.97 · 83rd percentile in category
Top holdings
1.Divi's Laboratories Ltd4.84%
2.TVS Motor Company Ltd3.95%
3.Hindustan Aeronautics Ltd3.63%
4.Tata Motors Ltd3.61%
5.Adani Power Ltd3.48%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.