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ETF📊 NIFTY 50 TRI

HDFC NIFTY 50 ETF BSE Scrip Code: 539516 NSE Symbol: HDFCNIFTY · Regular · Growth

HDFC Mutual Fund

#196 of 241 (1Y)

NAV

₹270.9599

as of 16 Jul 2026

Expense Ratio

see scheme documents

AUM

₹5,116 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-3.46%
3Y
+8.10%
5Y
+9.83%
Since Inception
+12.74%

SIP returns (XIRR)

1Y
-3.46%
3Y
+3.82%
5Y
+7.76%
Since Inception
+11.89%

What history actually did — last 10 years (Jul 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹10,92,143 today ₹6,00,000 invested, 11.7% XIRR.

₹6,00,000

Invested

₹10,92,143

Value today

11.7%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹3,16,102 today (12.2% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹20,68,882.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹3,39,030 today (3.39×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.09

Sharpe Ratio

Alpha

Beta

-0.09

Sortino

13.60%

Std Dev

-15.09%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryETF
BenchmarkNIFTY 50 TRI
Launch Date25 Nov 2015
AMFI Code135853

Investment Objective

HDFC NIFTY 50 ETF BSE Scrip Code: 539516 NSE Symbol: HDFCNIFTY · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

HDFC NIFTY 50 ETF BSE Scrip Code: 539516 NSE Symbol: HDFCNIFTY · Regular · Growth is a ETF mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹5,116 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI.

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
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