Hdfc Nifty50 Equal Weight Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 8
Rating
Growth Option 04-12-2025
NAV ₹18.24(R) -0.3% ₹18.65(D) -0.3%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.13% 15.79% -% -% -%
Direct 9.64% 16.33% -% -% -%
Benchmark
SIP (XIRR) Regular 16.23% 15.38% -% -% -%
Direct 16.77% 15.91% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.8 0.38 0.61 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.93% -15.21% -17.38% - 9.62%
Fund AUM As on: 30/06/2025 1474 Cr
Top Index Funds
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
HDFC NIFTY50 Equal weight Index Fund - Growth Option 18.24
-0.0600
-0.3000%
HDFC NIFTY50 Equal weight Index Fund - Direct Plan - Growth Option 18.65
-0.0600
-0.3000%

Review Date: 04-12-2025

Beginning of Analysis

In the Index Funds category, HDFC NIFTY50 Equal Weight Index Fund is the 4th ranked fund. 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 0.8 which is lower than the category average of 0.9.
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 0.95%, 4.26 and 7.83 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • HDFC NIFTY50 Equal Weight Index Fund has given a return of 9.64% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 16.33% in last three years and ranked 33.0rd out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a SIP return of 16.77% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 19th in 142 funds
  • The fund has SIP return of 15.91% in last three years and ranks 17th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.

HDFC NIFTY50 Equal Weight Index Fund Risk Analysis

  • The fund has a standard deviation of 12.93 and semi deviation of 9.62. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -15.21 and a maximum drawdown of -17.38. The category average VaR is -15.13 and the maximum drawdown is -15.16.

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 % 0.92
    0.25
    		-7.49 | 8.69 55 | 143 Good
    3M Return % 4.14
    3.48
    		-5.40 | 9.73 70 | 143 Good
    6M Return % 7.58
    3.77
    		-11.71 | 20.00 11 | 143 Very Good
    1Y Return % 9.13
    2.09
    		-18.02 | 21.75 13 | 142 Very Good
    3Y Return % 15.79
    13.96
    		7.08 | 28.24 30 | 98 Good
    1Y SIP Return % 16.23
    10.67
    		-7.04 | 34.19 17 | 140 Very Good
    3Y SIP Return % 15.38
    13.09
    		7.15 | 26.30 16 | 96 Very Good
    Standard Deviation 12.93
    11.94
    		0.54 | 20.24 56 | 96 Average
    Semi Deviation 9.62
    8.76
    		0.35 | 14.61 56 | 96 Average
    Max Drawdown % -17.38
    -15.16
    		-29.16 | 0.00 55 | 96 Average
    VaR 1 Y % -15.21
    -15.13
    		-29.82 | 0.00 57 | 96 Average
    Average Drawdown % -7.47
    -6.40
    		-14.65 | 0.00 57 | 96 Average
    Sharpe Ratio 0.80
    0.90
    		0.11 | 2.28 34 | 96 Good
    Sterling Ratio 0.61
    0.62
    		0.26 | 1.61 41 | 96 Good
    Sortino Ratio 0.38
    0.50
    		0.09 | 1.81 38 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.95 0.31 -7.45 | 8.75 58 | 145 Good
    3M Return % 4.26 3.62 -5.25 | 9.93 73 | 145 Good
    6M Return % 7.83 4.04 -11.41 | 20.33 12 | 145 Very Good
    1Y Return % 9.64 2.55 -17.49 | 22.37 15 | 144 Very Good
    3Y Return % 16.33 14.48 7.29 | 28.93 33 | 98 Good
    1Y SIP Return % 16.77 11.21 -6.45 | 34.90 19 | 142 Very Good
    3Y SIP Return % 15.91 13.60 7.36 | 26.97 17 | 96 Very Good
    Standard Deviation 12.93 11.94 0.54 | 20.24 56 | 96 Average
    Semi Deviation 9.62 8.76 0.35 | 14.61 56 | 96 Average
    Max Drawdown % -17.38 -15.16 -29.16 | 0.00 55 | 96 Average
    VaR 1 Y % -15.21 -15.13 -29.82 | 0.00 57 | 96 Average
    Average Drawdown % -7.47 -6.40 -14.65 | 0.00 57 | 96 Average
    Sharpe Ratio 0.80 0.90 0.11 | 2.28 34 | 96 Good
    Sterling Ratio 0.61 0.62 0.26 | 1.61 41 | 96 Good
    Sortino Ratio 0.38 0.50 0.09 | 1.81 38 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 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 Nifty50 Equal Weight Index Fund NAV Regular Growth Hdfc Nifty50 Equal Weight Index Fund NAV Direct Growth
    04-12-2025 18.2434 18.6546
    03-12-2025 18.1849 18.5946
    02-12-2025 18.299 18.711
    01-12-2025 18.3527 18.7656
    28-11-2025 18.3613 18.7737
    27-11-2025 18.3782 18.7907
    26-11-2025 18.4203 18.8335
    25-11-2025 18.1899 18.5978
    24-11-2025 18.2177 18.6259
    21-11-2025 18.3113 18.7209
    20-11-2025 18.3989 18.8103
    19-11-2025 18.3259 18.7353
    18-11-2025 18.2356 18.6428
    17-11-2025 18.3459 18.7553
    14-11-2025 18.2835 18.6908
    13-11-2025 18.2568 18.6633
    12-11-2025 18.2719 18.6785
    11-11-2025 18.0985 18.501
    10-11-2025 18.0204 18.421
    07-11-2025 18.0057 18.4052
    06-11-2025 17.9725 18.3711
    04-11-2025 18.0779 18.4783

    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.