Hdfc Nifty Next 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 78
Rating
Growth Option 27-01-2026
NAV ₹15.43(R) +0.66% ₹15.71(D) +0.66%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.96% 19.1% -% -% -%
Direct 10.35% 19.53% -% -% -%
Benchmark
SIP (XIRR) Regular 2.52% 11.46% -% -% -%
Direct 2.9% 11.87% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.65 0.31 0.49 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.67% -26.93% -26.1% - 13.25%
Fund AUM As on: 30/12/2025 2131 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
HDFC NIFTY Next 50 Index Fund - Growth Option 15.43
0.1000
0.6600%
HDFC NIFTY Next 50 Index Fund - Direct Plan - Growth Option 15.71
0.1000
0.6600%

Review Date: 27-01-2026

Beginning of Analysis

HDFC NIFTY Next 50 index Fund is the 76th ranked fund in the Index Funds category. The category has total 90 funds. The HDFC NIFTY Next 50 index Fund has shown a very poor past performence in Index Funds. The fund has a Sharpe Ratio of 0.65 which is lower than the category average of 0.88.
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.
Index Mutual Fundss

HDFC NIFTY Next 50 index Fund Return Analysis

  • The fund has given a return of -2.84%, -4.22 and 0.12 in last one, three and six months respectively. In the same period the category average return was -2.78%, -3.32% and 0.61% respectively.
  • HDFC NIFTY Next 50 index Fund has given a return of 10.35% in last one year. In the same period the Index Funds category average return was 9.27%.
  • The fund has given a return of 19.53% in last three years and ranked 28.0th out of 101 funds in the category. In the same period the Index Funds category average return was 15.94%.
  • The fund has given a SIP return of 2.9% in last one year whereas category average SIP return is 3.92%. The fund one year return rank in the category is 107th in 146 funds
  • The fund has SIP return of 11.87% in last three years and ranks 32nd in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.64%) in the category in last three years.

HDFC NIFTY Next 50 index Fund Risk Analysis

  • The fund has a standard deviation of 17.67 and semi deviation of 13.25. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -26.93 and a maximum drawdown of -26.1. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

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

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.87
    -2.83
    		-13.52 | 3.69 59 | 147 Good
    3M Return % -4.30
    -3.47
    		-20.72 | 7.06 93 | 147 Average
    6M Return % -0.07
    0.33
    		-16.98 | 17.38 90 | 147 Average
    1Y Return % 9.96
    8.76
    		-10.82 | 29.62 54 | 146 Good
    3Y Return % 19.10
    15.41
    		7.10 | 33.37 22 | 101 Very Good
    1Y SIP Return % 2.52
    3.38
    		-26.72 | 33.76 95 | 144 Average
    3Y SIP Return % 11.46
    10.01
    		5.74 | 25.97 26 | 99 Good
    Standard Deviation 17.67
    12.15
    		0.68 | 20.30 85 | 99 Poor
    Semi Deviation 13.25
    8.91
    		0.46 | 14.48 84 | 99 Poor
    Max Drawdown % -26.10
    -15.81
    		-29.16 | 0.00 94 | 99 Poor
    VaR 1 Y % -26.93
    -15.30
    		-29.82 | 0.00 93 | 99 Poor
    Average Drawdown % -13.63
    -5.98
    		-13.66 | 0.00 98 | 99 Poor
    Sharpe Ratio 0.65
    0.88
    		0.26 | 2.03 71 | 99 Average
    Sterling Ratio 0.49
    0.61
    		0.34 | 1.21 88 | 99 Poor
    Sortino Ratio 0.31
    0.48
    		0.15 | 1.37 74 | 99 Average
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.84 -2.78 -13.48 | 3.73 63 | 149 Good
    3M Return % -4.22 -3.32 -20.59 | 7.24 104 | 149 Average
    6M Return % 0.12 0.61 -16.72 | 17.65 99 | 149 Average
    1Y Return % 10.35 9.27 -10.25 | 30.22 67 | 148 Good
    3Y Return % 19.53 15.94 7.31 | 33.97 28 | 101 Good
    1Y SIP Return % 2.90 3.92 -26.22 | 34.47 107 | 146 Average
    3Y SIP Return % 11.87 10.52 6.36 | 26.64 32 | 99 Good
    Standard Deviation 17.67 12.15 0.68 | 20.30 85 | 99 Poor
    Semi Deviation 13.25 8.91 0.46 | 14.48 84 | 99 Poor
    Max Drawdown % -26.10 -15.81 -29.16 | 0.00 94 | 99 Poor
    VaR 1 Y % -26.93 -15.30 -29.82 | 0.00 93 | 99 Poor
    Average Drawdown % -13.63 -5.98 -13.66 | 0.00 98 | 99 Poor
    Sharpe Ratio 0.65 0.88 0.26 | 2.03 71 | 99 Average
    Sterling Ratio 0.49 0.61 0.34 | 1.21 88 | 99 Poor
    Sortino Ratio 0.31 0.48 0.15 | 1.37 74 | 99 Average
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Hdfc Nifty Next 50 Index Fund NAV Regular Growth Hdfc Nifty Next 50 Index Fund NAV Direct Growth
    27-01-2026 15.4252 15.7117
    23-01-2026 15.3244 15.6083
    22-01-2026 15.6319 15.9214
    21-01-2026 15.4639 15.7501
    20-01-2026 15.5212 15.8083
    19-01-2026 15.8872 16.181
    16-01-2026 15.926 16.2199
    14-01-2026 15.9101 16.2035
    13-01-2026 15.8492 16.1413
    12-01-2026 15.8904 16.1831
    09-01-2026 15.8434 16.1348
    08-01-2026 16.0064 16.3006
    07-01-2026 16.3523 16.6527
    06-01-2026 16.3322 16.632
    05-01-2026 16.2889 16.5878
    02-01-2026 16.2906 16.589
    01-01-2026 16.1194 16.4145
    31-12-2025 16.0478 16.3414
    30-12-2025 15.8871 16.1777
    29-12-2025 15.8807 16.171

    Fund Launch Date: 03/Nov/2021
    Fund Category: Index Funds
    Investment Objective: To generate returns that are commensurate (before fees and expenses) with the performance ofthe NIFTY Next 50 Index TRI (underlying Index), subject to tracking errors.
    Fund Description: An open ended scheme replicating/tracking NIFTY Next 50 Index
    Fund Benchmark: NIFTY Next 50 Total Returns Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.