Should I invest in HDFC NIFTY50 Equal weight Index Fund?

We don't give personal investment advice. HDFC NIFTY50 Equal weight 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. 5-year CAGR: 12.70%.

HDFC

HDFC NIFTY50 Equal weight Index Fund - Growth Option

Latest NAV

₹18.1603

As of

17 Jul 2026

1,208 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	+0.74%	+0.52%	+0.22	34 / 77	Q2
1W	+0.19%	+0.22%	-0.03	35 / 77	Q2
2W	-0.46%	+0.26%	-0.72	68 / 75	Q4
1M	+0.85%	+1.03%	-0.17	45 / 74	Q3
3M	+1.40%	+1.46%	-0.06	28 / 62	Q2
6M	-0.72%	-0.94%	+0.23	30 / 62	Q2
YTD	-1.61%	-2.02%	+0.41	29 / 61	Q2
1Y	+4.13%	+1.31%	+2.82	23 / 61	Q2
2Y	+2.69%	+2.10%	+0.59	20 / 54	Q2
3Y	+13.01%	+9.78%	+3.23	12 / 52	Q1
4Y	+15.45%	+12.04%	+3.41	6 / 36	Q1
5Y	+12.70%	+9.55%	+3.15	2 / 24	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.94%	+7.79%	+5.16	10 / 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	-1.61%	-2.02%	+0.41	29 / 61
2025	+13.32%	+7.96%	+5.36	5 / 57
2024	+9.74%	+12.60%	-2.86	16 / 52
2023	+29.33%	+21.36%	+7.97	7 / 46
2022	+6.82%	+3.06%	+3.75	1 / 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

+15.48%

48 windows

min -1.4% · max 45.2%

94% positive

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

3-Year rolling

+16.85%

24 windows

min 13.0% · max 21.5%

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

11.73%

3-year · annualised

Sharpe ratio

0.55

vs risk-free 6.5%

Sortino ratio

0.93

Downside-only deviation

Max drawdown

-18.19%

Sep 2024 → Feb 2025

% positive months

66.7%

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 100 Equal Weight Index Fund - Growth Option	HDFC	₹17.1453	17 Jul 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Growth	ICICI Prudential	₹16.0268	17 Jul 2026
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Direct Growth		₹10.2947	17 Jul 2026
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Sundaram	₹183.2326	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.1603
16 Jul 2026	₹18.0268
15 Jul 2026	₹18.0281
14 Jul 2026	₹18.0130
13 Jul 2026	₹18.1451
10 Jul 2026	₹18.1258
9 Jul 2026	₹17.9549
8 Jul 2026	₹17.9030
7 Jul 2026	₹18.2617
6 Jul 2026	₹18.2863

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 NIFTY50 Equal weight Index Fund - Growth Option is ₹18.1603. 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 NIFTY50 Equal weight Index Fund - Growth Option has NAV history starting from 20 Aug 2021, a track record of about 4 years 10 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 NIFTY50 Equal weight 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 NIFTY50 Equal weight Index Fund - Growth Option has delivered a absolute return of 4.13% — +2.82 pp ahead of the Index Fund category average of 1.31%. The fund ranks #23 of 61 in its category — the second (Q2) quartile.

Over the trailing 3-year window, HDFC NIFTY50 Equal weight Index Fund - Growth Option has delivered a CAGR of 13.01% — +3.23 pp ahead of the Index Fund category average of 9.78%. The fund ranks #12 of 52 in its category — the top (Q1) quartile.

Over the trailing 5-year window, HDFC NIFTY50 Equal weight Index Fund - Growth Option has delivered a CAGR of 12.70% — +3.15 pp ahead of the Index Fund category average of 9.55%. The fund ranks #2 of 24 in its category — the top (Q1) quartile.

₹1 lakh invested in HDFC NIFTY50 Equal weight Index Fund - Growth Option exactly 5 years ago would be worth approximately ₹181,779 today — a multiplier of 1.82×, based on the 5-year CAGR of 12.70%. The category average over the same window would have grown ₹1 lakh to ₹157,781.

A ₹10,000 monthly SIP in HDFC NIFTY50 Equal weight Index Fund - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹405,122 today. That's an XIRR (money-weighted annualised return) of 7.82%.

HDFC NIFTY50 Equal weight 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 ₹405,122 — XIRR 7.82%.

On a 5-year basis, HDFC NIFTY50 Equal weight Index Fund - Growth Option ranks #2 out of 24 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 9.55%; this fund delivered 12.70%.

The worst peak-to-trough decline HDFC NIFTY50 Equal weight Index Fund - Growth Option has experienced over the last 3-year window is 18.19% — 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 NIFTY50 Equal weight Index Fund - Growth Option averaged 16.85% (best 21.55%, worst 13.01%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC NIFTY50 Equal weight Index Fund - Growth Option returned 13.32% — beating the Index Fund category average of 7.96% by 5.36 pp. It ranked #5 of 57 in its category that year.

HDFC NIFTY50 Equal weight 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 NIFTY50 Equal weight 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. 5-year CAGR: 12.70%.

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