Hdfc Nifty50 Equal Weight Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 13
Rating
Growth Option 13-03-2026
NAV ₹16.84(R) -2.24% ₹17.24(D) -2.23%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.54% 16.2% -% -% -%
Direct 10.05% 16.72% -% -% -%
Benchmark
SIP (XIRR) Regular -5.43% 6.76% -% -% -%
Direct -4.98% 7.26% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.02 0.49 0.69 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.34% -13.77% -17.38% - 9.15%
Fund AUM As on: 30/12/2025 1612 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
HDFC NIFTY50 Equal weight Index Fund - Growth Option 16.84
-0.3900
-2.2400%
HDFC NIFTY50 Equal weight Index Fund - Direct Plan - Growth Option 17.24
-0.3900
-2.2300%

Review Date: 13-03-2026

Beginning of Analysis

HDFC NIFTY50 Equal Weight Index Fund is the 4th ranked fund in the Index Funds category. The category has total 90 funds. The 5 star rating shows an excellent past performance of the HDFC NIFTY50 Equal Weight Index Fund in Index Funds. The fund has a Sharpe Ratio of 1.02 which is higher than the category average of 1.0.
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 NIFTY50 Equal Weight Index Fund Return Analysis

  • The fund has given a return of -8.06%, -7.55 and -4.87 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • HDFC NIFTY50 Equal Weight Index Fund has given a return of 10.05% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 16.72% in last three years and ranked 39.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a SIP return of -4.98% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 48th in 200 funds
  • The fund has SIP return of 7.26% in last three years and ranks 42nd in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.

HDFC NIFTY50 Equal Weight Index Fund Risk Analysis

  • The fund has a standard deviation of 12.34 and semi deviation of 9.15. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -13.77 and a maximum drawdown of -17.38. The category average VaR is -15.41 and the maximum drawdown is -15.82.

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 % -8.09
    -7.43
    		-14.39 | 2.82 120 | 240 Good
    3M Return % -7.65
    -8.67
    		-24.12 | 4.91 69 | 238 Good
    6M Return % -5.08
    -6.95
    		-25.73 | 18.69 52 | 231 Very Good
    1Y Return % 9.54
    7.18
    		-18.51 | 51.00 61 | 202 Good
    3Y Return % 16.20
    14.15
    		1.04 | 24.40 38 | 101 Good
    1Y SIP Return % -5.43
    -9.05
    		-36.17 | 22.18 43 | 195 Very Good
    3Y SIP Return % 6.76
    5.08
    		-10.85 | 20.86 42 | 96 Good
    Standard Deviation 12.34
    12.06
    		0.60 | 22.45 56 | 102 Average
    Semi Deviation 9.15
    8.86
    		0.37 | 16.91 56 | 102 Average
    Max Drawdown % -17.38
    -15.82
    		-29.16 | 0.00 56 | 102 Average
    VaR 1 Y % -13.77
    -15.41
    		-34.57 | 0.00 47 | 102 Good
    Average Drawdown % -4.75
    -5.73
    		-14.55 | 0.00 50 | 102 Good
    Sharpe Ratio 1.02
    1.00
    		-0.17 | 2.42 31 | 102 Good
    Sterling Ratio 0.69
    0.66
    		0.05 | 1.48 37 | 102 Good
    Sortino Ratio 0.49
    0.59
    		-0.02 | 2.60 29 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.06 -7.33 -14.35 | 2.87 125 | 248 Average
    3M Return % -7.55 -8.51 -24.00 | 5.08 75 | 245 Good
    6M Return % -4.87 -6.70 -25.50 | 18.96 56 | 237 Very Good
    1Y Return % 10.05 7.71 -17.98 | 51.99 67 | 204 Good
    3Y Return % 16.72 14.67 1.56 | 25.10 39 | 101 Good
    1Y SIP Return % -4.98 -8.46 -35.73 | 22.85 48 | 200 Very Good
    3Y SIP Return % 7.26 5.68 -10.36 | 21.51 42 | 99 Good
    Standard Deviation 12.34 12.06 0.60 | 22.45 56 | 102 Average
    Semi Deviation 9.15 8.86 0.37 | 16.91 56 | 102 Average
    Max Drawdown % -17.38 -15.82 -29.16 | 0.00 56 | 102 Average
    VaR 1 Y % -13.77 -15.41 -34.57 | 0.00 47 | 102 Good
    Average Drawdown % -4.75 -5.73 -14.55 | 0.00 50 | 102 Good
    Sharpe Ratio 1.02 1.00 -0.17 | 2.42 31 | 102 Good
    Sterling Ratio 0.69 0.66 0.05 | 1.48 37 | 102 Good
    Sortino Ratio 0.49 0.59 -0.02 | 2.60 29 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    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 Nifty50 Equal Weight Index Fund NAV Regular Growth Hdfc Nifty50 Equal Weight Index Fund NAV Direct Growth
    13-03-2026 16.836 17.237
    12-03-2026 17.221 17.6309
    11-03-2026 17.3558 17.7687
    10-03-2026 17.6016 18.0201
    09-03-2026 17.3837 17.7968
    06-03-2026 17.728 18.1487
    05-03-2026 17.9084 18.333
    04-03-2026 17.6765 18.0954
    02-03-2026 18.053 18.4804
    27-02-2026 18.2716 18.7035
    26-02-2026 18.5137 18.951
    25-02-2026 18.4845 18.9209
    24-02-2026 18.3672 18.8006
    23-02-2026 18.5146 18.9512
    20-02-2026 18.4253 18.8591
    19-02-2026 18.3128 18.7438
    18-02-2026 18.5686 19.0053
    17-02-2026 18.4964 18.9311
    16-02-2026 18.4492 18.8826
    13-02-2026 18.3177 18.7473

    Fund Launch Date: 18/Aug/2021
    Fund Category: Index Funds
    Investment Objective: To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY50 Equal Weight Index TRI (Underlying Index), subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
    Fund Description: An open ended scheme replicating/tracking NIFTY50 Equal Weight TRI
    Fund Benchmark: NIFTY50 Equal Weight Total Returns Index
    Source: Fund FactSheet

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