Hdfc Index Fund - Nifty 50 Plan

Review Date: 25-03-2025

Beginning of Analysis

In the Index Funds category, Hdfc Index Fund - Nifty 50 Plan is the 23rd ranked fund. The category has total 71 funds. The Hdfc Index Fund - Nifty 50 Plan has shown a very good past performence in Index Funds category. The fund has a Sharpe Ratio of 0.29 which is higher than the category average of 0.23.
The past performance of the Hdfc Index Fund - Nifty 50 Plan may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.

Hdfc Index Fund - Nifty 50 Plan Return Analysis

The fund has given a return of 4.96%, -0.16 and -8.72 in last one, three and six months respectively. In the same period the category average return was 3.96%, -4.77% and -10.51% respectively. The fund has given a return of 8.11% in last one year, 12.36% in last three years, 25.86% in last five years and 11.77% in last ten years. In the same period the category average return was 7.47%, 13.07%, 26.82% and 11.69% respectively. The fund has Good performance in last ten years in ETFs.

The fund has given a SIP return of 1.07% in last one year. In the same period the category average SIP return was -3.7%. The fund has SIP return of 13.14% in last three years whereas category average SIP return is 13.88%. The category average SIP return is 16.47% and the fund has given a SIP return of 15.43% in last five years.

Hdfc Index Fund - Nifty 50 Plan Risk Analysis

The fund has a standard deviation of 13.22 and semi deviation of 9.14. The category average standard deviation is 13.5 and semi deviation is 9.64. The fund has a Value at Risk (VaR) of -17.32 and a maximum drawdown of -14.08. The category average VaR is -18.64 and the maximum drawdown is -15.74.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.