Sharpe ratio
0.11Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
—1Y Absolute Return
-1.07%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| HDFC Nifty Auto Index Fund- Direct Plan- Growth OptionFund since-launch annualised return · 5Y history unavailable | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.07
₹1 Lakh since launch₹1.07 Lakh
Fund age0.4 yrs
Fund information
Scheme code154427
ISININF179KC1KQ0
BenchmarkNIFTY Auto TRI
CategoryOther Scheme - Index Funds
Expense ratio2.28%
Exit loadNil
Minimum SIP₹100 SIP
Return comparison
| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +256.51% | — | — |
| 3M | -16.70% | — | — |
| Since Launch | +7.00% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.16Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
18.64%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.40How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 17 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 23.25% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 14.23% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 9.77% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 8.27% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 7.76% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 5.44% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 5.36% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 5.1% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 4.49% |
| Ashok Leyland Ltd | Industrials | Equity | 3.64% |
Fund management
NA
Nandita Menezes
Since 2026 · Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
CA (ICAI, INDIA), B.Com (University of Mumbai)
AR
Arun Agarwal
Since 2026 · Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Mr. Agarwal is a B.Com. and Chartered Accountant
Compare similar funds
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Summary
A very high-risk other scheme - index funds fund. Losses and swings stayed contained — worst fall -17.4%, volatility 18.6%. Top 10 holdings make up 87% — a handful of stocks can swing returns sharply.
Strengths
- Losses and swings stayed contained — worst fall -17.4%, volatility 18.6%.
Weaknesses
- Top 10 holdings make up 87% — a handful of stocks can swing returns sharply.
Ideal investor
- Needs a 5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 18.6% volatility.
Risk drivers
- Top 10 holdings = 87% of the portfolio.
- Consumer Discretionary makes up 95% — trouble in that sector hits the whole fund.