OtherIndex FundsDirect · Growth
HDFC NIFTY Next 50 Index Fund - Direct Plan - Growth Option
HDFC · Scheme 149288
₹17.56▼ 0.52%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
18.7%
Risk level
High
Min SIP
—
Benchmark
Underlying index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.87% |
| 3 Months | +5.30% |
| 6 Months | +8.25% |
| 1 Year | +11.47% |
| 3 Years (CAGR) | +18.66% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +12.61% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns91
Consistency100
Risk-adjusted23
Downside protection66
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +18.7%
- ✓ 3Y CAGR vs category: +10.5% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Max drawdown: -27%
What to watch
- • Sharpe ratio: 0.40
- • Sortino ratio: 0.49
Risk metrics
Sharpe ratio
0.40
Sortino ratio
0.49
Volatility
18.09%
Max drawdown
-26.67%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.