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Index Fund📊 NIFTY100 Equal Weight TRI

HDFC NIFTY 100 Equal Weight Index Fund · Regular · Growth

HDFC Mutual Fund

#67 of 243 (1Y)

NAV

₹17.0894

as of 17 Jun 2026

Expense Ratio

0.87%

AUM

₹413 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+6.46%
3Y
+15.95%
5Y
Since Inception
+13.23%

SIP returns (XIRR)

1Y
+7.84%
3Y
+9.99%
5Y
Since Inception
+12.99%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹5,200

Invested

₹6,568

Value today

11.0%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

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100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹164

Value today

12.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹9,91,056

Value today

+0.9%

vs lumpsum

STP beat direct lumpsum by 0.9% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.09

Sharpe Ratio

Alpha

Beta

0.08

Sortino

15.98%

Std Dev

-13.64%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryIndex Fund
BenchmarkNIFTY100 Equal Weight TRI
Launch Date11 Feb 2022
AMFI Code149871
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

HDFC NIFTY 100 Equal Weight Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

HDFC NIFTY 100 Equal Weight Index Fund · Regular · Growth is a Index Fund mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹413 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY100 Equal Weight TRI. The current expense ratio is 0.87%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations