Hdfc Nifty50 Equal Weight Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 5
Rating
Growth Option 06-03-2026
NAV ₹17.73(R) -1.01% ₹18.15(D) -1.01%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 13.39% 17.31% -% -% -%
Direct 13.92% 17.84% -% -% -%
Benchmark
SIP (XIRR) Regular 5.13% 10.34% -% -% -%
Direct 5.62% 10.85% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.91 0.44 0.65 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.51% -13.77% -17.38% - 9.25%
Fund AUM As on: 30/12/2025 1612 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
Motilal Oswal BSE Financials ex Bank 30 Index Fund 2
ICICI Prudential Nifty Auto 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
Nippon India Nifty Midcap 150 Index Fund 9
SBI 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
Edelweiss Nifty Large Mid Cap 250 Index Fund 15
HDFC NIFTY 100 Equal Weight Index Fund 16
Sundaram Smart Nifty 100 Equal Weight Fund 17
Sundaram Nifty 100 Equal Weight Fund 13
Bandhan Nifty100 Low Volatility 30 Index Fund 19
ICICI Prudential Nifty Bank Index Fund 20

NAV Date: 06-03-2026

Scheme Name NAV Rupee Change Percent Change
HDFC NIFTY50 Equal weight Index Fund - Growth Option 17.73
-0.1800
-1.0100%
HDFC NIFTY50 Equal weight Index Fund - Direct Plan - Growth Option 18.15
-0.1800
-1.0100%

Review Date: 06-03-2026

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 HDFC NIFTY50 Equal Weight Index Fund has shown an excellent past performence in Index Funds. The fund has a Sharpe Ratio of 0.91 which is higher than the category average of 0.84.
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 -3.35%, -2.04 and 1.2 in last one, three and six months respectively. In the same period the category average return was -3.09%, -3.13% and -1.38% respectively.
  • HDFC NIFTY50 Equal Weight Index Fund has given a return of 13.92% in last one year. In the same period the Index Funds category average return was 10.53%.
  • The fund has given a return of 17.84% in last three years and ranked 38.0th out of 99 funds in the category. In the same period the Index Funds category average return was 15.21%.
  • The fund has given a SIP return of 5.62% in last one year whereas category average SIP return is -1.06%. The fund one year return rank in the category is 18th in 146 funds
  • The fund has SIP return of 10.85% in last three years and ranks 21st in 97 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (22.71%) in the category in last three years.

HDFC NIFTY50 Equal Weight Index Fund Risk Analysis

  • The fund has a standard deviation of 12.51 and semi deviation of 9.25. The category average standard deviation is 12.03 and semi deviation is 8.81.
  • The fund has a Value at Risk (VaR) of -13.77 and a maximum drawdown of -17.38. The category average VaR is -15.33 and the maximum drawdown is -15.84.

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 % -3.38
    -3.14
    		-15.47 | 10.16 78 | 148 Average
    3M Return % -2.15
    -3.25
    		-21.75 | 13.50 48 | 148 Good
    6M Return % 0.97
    -1.63
    		-21.19 | 16.96 16 | 130 Very Good
    1Y Return % 13.39
    10.02
    		-20.00 | 53.89 27 | 146 Very Good
    3Y Return % 17.31
    14.69
    		1.22 | 27.62 35 | 99 Good
    1Y SIP Return % 5.13
    -1.58
    		-29.04 | 29.50 17 | 144 Very Good
    3Y SIP Return % 10.34
    7.51
    		-8.41 | 22.06 18 | 97 Very Good
    Standard Deviation 12.51
    12.03
    		0.74 | 20.44 55 | 99 Average
    Semi Deviation 9.25
    8.81
    		0.53 | 14.59 55 | 99 Average
    Max Drawdown % -17.38
    -15.84
    		-29.16 | -0.13 54 | 99 Average
    VaR 1 Y % -13.77
    -15.33
    		-29.82 | 0.00 46 | 99 Good
    Average Drawdown % -5.16
    -5.32
    		-10.83 | -0.09 50 | 99 Good
    Sharpe Ratio 0.91
    0.84
    		0.18 | 1.50 29 | 99 Good
    Sterling Ratio 0.65
    0.62
    		0.30 | 1.19 36 | 99 Good
    Sortino Ratio 0.44
    0.42
    		0.12 | 0.86 27 | 99 Good
    Return data last Updated On : March 6, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -3.35 -3.09 -15.43 | 10.21 83 | 155 Average
    3M Return % -2.04 -3.13 -21.63 | 13.66 53 | 155 Good
    6M Return % 1.20 -1.38 -20.93 | 17.33 18 | 136 Very Good
    1Y Return % 13.92 10.53 -19.48 | 54.93 29 | 148 Very Good
    3Y Return % 17.84 15.21 1.74 | 28.29 38 | 99 Good
    1Y SIP Return % 5.62 -1.06 -28.56 | 30.57 18 | 146 Very Good
    3Y SIP Return % 10.85 8.01 -7.91 | 22.71 21 | 97 Very Good
    Standard Deviation 12.51 12.03 0.74 | 20.44 55 | 99 Average
    Semi Deviation 9.25 8.81 0.53 | 14.59 55 | 99 Average
    Max Drawdown % -17.38 -15.84 -29.16 | -0.13 54 | 99 Average
    VaR 1 Y % -13.77 -15.33 -29.82 | 0.00 46 | 99 Good
    Average Drawdown % -5.16 -5.32 -10.83 | -0.09 50 | 99 Good
    Sharpe Ratio 0.91 0.84 0.18 | 1.50 29 | 99 Good
    Sterling Ratio 0.65 0.62 0.30 | 1.19 36 | 99 Good
    Sortino Ratio 0.44 0.42 0.12 | 0.86 27 | 99 Good
    Return data last Updated On : March 6, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 30, 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
    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
    12-02-2026 18.5668 19.0021
    11-02-2026 18.6474 19.0843
    10-02-2026 18.589 19.0243
    09-02-2026 18.5175 18.9509
    06-02-2026 18.3483 18.777

    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.