Hdfc Nifty 100 Equal Weight Index Fund

Review Date: 19-08-2026

Beginning of Analysis

HDFC NIFTY 100 Equal Weight Index Fund is the 16th ranked fund in the Index Funds category. The category has total 0 funds. The 5 star rating shows an excellent past performance of the HDFC NIFTY 100 Equal Weight Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.53 which is lower than the category average of 0.56.
The past performance of the fund 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. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Index Mutual Funds

HDFC NIFTY 100 Equal Weight Index Fund Return Analysis

• The fund has given a return of 1.05%, 5.07 and 3.96 in last one, three and six months respectively. In the same period the category average return was -0.28%, 2.82% and -3.34% respectively.
• HDFC NIFTY 100 Equal Weight Index Fund has given a return of 6.73% in last one year. In the same period the Large Cap Index Mutual Funds category average return was -1.07%.
• The fund has given a return of 16.08% in last three years and ranked 1.0st out of thirty two funds in the category. In the same period the Large Cap Index Mutual Funds category average return was 9.95%.
• The fund has given a SIP return of 8.7% in last one year whereas category average SIP return is -2.78%. The fund one year return rank in the category is 2nd in 42 funds
• The fund has SIP return of 9.52% in last three years and ranks 1st in 30 funds. The fund has given the highest SIP return in the category in last three years.

HDFC NIFTY 100 Equal Weight Index Fund Risk Analysis

• The fund has a standard deviation of 16.88 and semi deviation of 12.4. The category average standard deviation is 14.64 and semi deviation is 10.77.
• The fund has a Value at Risk (VaR) of -28.61 and a maximum drawdown of -20.99. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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.

Very Good Performance in Large Cap Index Mutual Funds Category

Good Performance in Large Cap Index Mutual Funds Category

Poor Performance in Large Cap Index Mutual Funds Category

Very Poor Performance in Large Cap Index Mutual Funds Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization