FundLens
65
Index — Large CapBuy

HDFC Nifty50 Equal weight Index

HDFC · Direct–Growth · rank #14 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
3.4%
+5.9% vs index
3 Years
12.6%
+4.6% vs index
5 Years
11.8%
+4.2% vs index
Since launch
13.0%

Year-by-year performance

last entry = YTD
2022
+7.5%
2023
+30.4%
2024
+10.3%
2025
+14.2%
2026
-1.7%

Why this score

HDFC Nifty50 Equal weight Index scores 65/100 — #14 of 82 Index — Large Cap fund (Buy). It stands out for 5y return and 3y return — beating 78% of peers on 5y return. The main drag is its expense ratio (better than only 18% of peers).

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

5Y return11.83% · 78th percentile in category
3Y return12.61% · 68th percentile in category
Sharpe ratio0.45 · 74th percentile in category
Expense ratio0.48% · 18th percentile in category
Fund size1821.17 Cr · 81st percentile in category
Sortino ratio0.63 · 75th percentile in category

Top holdings

top 5 = 11.4% of portfolio
1.HCL Technologies Ltd2.36%
2.Bajaj Auto Ltd2.31%
3.Zomato Ltd2.3%
4.Bajaj Finance Ltd2.25%
5.Bajaj Finserv Ltd2.22%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds