Should I invest in HDFC NIFTY Next 50 Index Fund?

We don't give personal investment advice. HDFC NIFTY Next 50 Index Fund - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

HDFC

HDFC NIFTY Next 50 Index Fund - Growth Option

Latest NAV

₹16.6327

As of

17 Jul 2026

1,157 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.07%	+0.52%	-0.59	65 / 77	Q4
1W	-0.76%	+0.22%	-0.97	72 / 77	Q4
2W	-0.59%	+0.26%	-0.85	70 / 75	Q4
1M	-0.56%	+1.03%	-1.59	70 / 74	Q4
3M	+2.21%	+1.46%	+0.75	17 / 62	Q2
6M	+4.44%	-0.94%	+5.38	5 / 62	Q1
YTD	+3.18%	-2.02%	+5.20	9 / 61	Q1
1Y	+4.79%	+1.31%	+3.48	16 / 61	Q2
2Y	-1.43%	+2.10%	-3.52	47 / 54	Q4
3Y	+17.44%	+9.78%	+7.66	7 / 52	Q1
4Y	+15.93%	+12.04%	+3.89	5 / 36	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.45%	+7.79%	+3.66	15 / 77	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.18%	-2.02%	+5.20	9 / 61
2025	+1.76%	+7.96%	-6.20	50 / 57
2024	+26.75%	+12.60%	+14.15	4 / 52
2023	+26.06%	+21.36%	+4.70	12 / 46
2022	-0.27%	+3.06%	-3.33	28 / 30
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+17.27%

46 windows

min -10.9% · max 68.9%

74% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+17.99%

21 windows

min 14.0% · max 22.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.45%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

1.06

Downside-only deviation

Max drawdown

-26.78%

Sep 2024 → Feb 2025

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY Midcap 150 Index Fund - Growth Option	HDFC	₹19.2593	17 Jul 2026
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option	Nippon India	₹26.5876	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth	SBI	₹20.0123	17 Jul 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth	ICICI Prudential	₹20.5391	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth	Bandhan	₹10.4569	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth	Aditya Birla Sun Life	₹25.9706	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹25.7767	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH	Kotak	₹11.8040	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth	Edelweiss	₹16.7429	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Direct - Growth	DSP	₹10.4877	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹16.6327
16 Jul 2026	₹16.6439
15 Jul 2026	₹16.7027
14 Jul 2026	₹16.6342
13 Jul 2026	₹16.6939
10 Jul 2026	₹16.7596
9 Jul 2026	₹16.5503
8 Jul 2026	₹16.4148
7 Jul 2026	₹16.7252
6 Jul 2026	₹16.8267

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of HDFC NIFTY Next 50 Index Fund - Growth Option is ₹16.6327. It's a Index Fund from HDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC NIFTY Next 50 Index Fund - Growth Option has NAV history starting from 03 Nov 2021, a track record of about 4 years 8 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

HDFC NIFTY Next 50 Index Fund - Growth Option is managed by HDFC. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC NIFTY Next 50 Index Fund - Growth Option has delivered a absolute return of 4.79% — +3.48 pp ahead of the Index Fund category average of 1.31%. The fund ranks #16 of 61 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HDFC NIFTY Next 50 Index Fund - Growth Option has delivered a CAGR of 17.44% — +7.66 pp ahead of the Index Fund category average of 9.78%. The fund ranks #7 of 52 in its category — the top (Q1) quartile.

HDFC NIFTY Next 50 Index Fund - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in HDFC NIFTY Next 50 Index Fund - Growth Option exactly 3 years ago would be worth approximately ₹161,978 today — a multiplier of 1.62×, based on the 3-year CAGR of 17.44%. The category average over the same window would have grown ₹1 lakh to ₹132,300.

A ₹10,000 monthly SIP in HDFC NIFTY Next 50 Index Fund - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹415,047 today. That's an XIRR (money-weighted annualised return) of 9.46%.

HDFC NIFTY Next 50 Index Fund - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹415,047 — XIRR 9.46%.

On a 3-year basis, HDFC NIFTY Next 50 Index Fund - Growth Option ranks #7 out of 52 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.78%; this fund delivered 17.44%.

The worst peak-to-trough decline HDFC NIFTY Next 50 Index Fund - Growth Option has experienced over the last 3-year window is 26.78% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, HDFC NIFTY Next 50 Index Fund - Growth Option averaged 17.99% (best 22.30%, worst 14.03%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC NIFTY Next 50 Index Fund - Growth Option returned 1.76% — lagging the Index Fund category average of 7.96% by 6.20 pp. It ranked #50 of 57 in its category that year.

HDFC NIFTY Next 50 Index Fund - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. HDFC NIFTY Next 50 Index Fund - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.