HDFC Nifty Top 20 Equal Weight Index Fund
Direct · Growth ₹10.22
18 Aug 2026
NAV
-3.1%
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.
-2.56
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 | ₹11.49 L | -7.8% | -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 | -7.8% | 14.4% | 9.4% | -22.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -3.1% | -4.0% | -9.6% | 6.3% | -2.56 | -0.93 | 25% | — | — |
-16.1%
Max Drawdown
4 mo
Drawdown Duration
Not recovered
Recovery Time
-4.6%
Avg Drawdown
Calmar Ratio by Duration
-0.19
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.28 | 1.01 | 100.4% | 98.2% | -1.7% | -2.9% |
| 3 Years | -0.08 | 0.98 | 97.5% | 97.2% | 1.0% | 0.9% |
| 5 Years | -0.10 | 0.98 | 97.5% | 97.2% | 0.6% | 0.6% |
| 7 Years | -0.11 | 0.98 | 97.5% | 97.2% | 0.4% | 0.4% |
| 10 Years | -0.12 | 0.98 | 97.5% | 97.2% | 0.3% | 0.3% |
| 12 Years | -0.12 | 0.98 | 97.5% | 97.2% | 0.2% | 0.2% |
| 15 Years | -0.12 | 0.98 | 97.5% | 97.2% | 0.2% | 0.2% |
20
Total Holdings
53.4%
Top 10 Weight
12
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HCL Technologies Ltd. | 5.79% |
| 2 | Eternal Limited | 5.65% |
| 3 | Bajaj Finance Ltd. | 5.51% |
| 4 | Titan Company Ltd. | 5.39% |
| 5 | Tata Consultancy Services Ltd. | 5.37% |
| 6 | Mahindra & Mahindra Ltd. | 5.31% |
| 7 | Maruti Suzuki India Limited | 5.14% |
| 8 | Infosys Limited | 5.12% |
| 9 | Sun Pharmaceutical Industries Ltd. | 5.08% |
| 10 | Bharti Airtel Ltd. | 5.03% |