OtherIndex FundsDirect · Growth
HDFC NIFTY Next 50 Index Fund - Direct Plan - Growth Option
HDFC · Scheme 149288
₹17.59▼ 0.22%NAV · 2026-09-18
Strong FundScore
AUM
₹2,659 cr
Expense ratio
0.36%
3Y CAGR
19.7%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Krishan Kumar DagaExit load: Nil
Strong · 77/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 19.7% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.36% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +19.7%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.40) — took on risk without enough payoff.
- •Sharpe ratio: 0.40
- •Sortino ratio: 0.49
FundScore breakdown
77/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.