HDFC Nifty Top 20 Equal Weight Index Fund
Direct · Growth ₹9.78
19 Oct 2026
NAV
-3.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-2.65
Sharpe
-16.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.30%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹11.48 L | -7.9% | -22.2% | 11.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | -7.9% | 14.3% | 5.8% | -22.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -3.9% | -4.5% | -11.4% | 6.3% | -2.65 | -0.94 | 18% | — | — |
-16.1%
Max Drawdown
4 mo
Drawdown Duration
Not recovered
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
-0.24
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.17 | 1.01 | 99.2% | 97.8% | -10.4% | -11.4% |
| 3 Years | +0.23 | 0.98 | 97.8% | 96.8% | -0.5% | -0.9% |
| 5 Years | +0.08 | 0.98 | 97.8% | 96.8% | -0.3% | -0.5% |
| 7 Years | +0.02 | 0.98 | 97.8% | 96.8% | -0.2% | -0.4% |
| 10 Years | -0.01 | 0.98 | 97.8% | 96.8% | -0.1% | -0.3% |
| 12 Years | -0.04 | 0.98 | 97.8% | 96.8% | -0.1% | -0.2% |
| 15 Years | -0.06 | 0.98 | 97.8% | 96.8% | -0.1% | -0.2% |
20
Total Holdings
50.8%
Top 10 Weight
12
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Kotak Mahindra Bank Limited | 5.28% |
| 2 | Axis Bank Ltd. | 5.12% |
| 3 | ICICI Bank Ltd. | 5.10% |
| 4 | Infosys Limited | 5.08% |
| 5 | Maruti Suzuki India Limited | 5.07% |
| 6 | NTPC Limited | 5.05% |
| 7 | Tata Consultancy Services Ltd. | 5.04% |
| 8 | Bharti Airtel Ltd. | 5.03% |
| 9 | Sun Pharmaceutical Industries Ltd. | 5.02% |
| 10 | HCL Technologies Ltd. | 5.01% |