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GROWTH
Active
HDFC Nifty Auto Index Fund- Direct Plan- Growth Option
HDFC Mutual Fund · AMFI: 154427
· ISIN: INF179KC1KQ0
Latest NAV
โน9.7118
as of Nov. 4, 2026
1Y: -8.32%
3Y: -8.32%
Fund Information
05 Nov 2026 ยท captnemo
Fund House
HDFC Mutual Fund
Category
Index Funds - Equity Funds
AUM
โ
Expense Ratio
โ
Min SIP
โ
Min Lumpsum
โ
Fund Start Date
07 Jul 2026
Lock-in Period
None
๐ฐ Fund AUM Trend
Current: โ
Trailing Returns
Full Analysis โ
| Period | Fund | Benchmark | Cat Min | Cat Avg | Cat Max | Excess vs BM | Excess vs Cat |
|---|---|---|---|---|---|---|---|
| 1W | 390.44% | 170.30% | โ | โ | โ | 220.14% | โ |
| 1M | 65.59% | 44.48% | โ | โ | โ | 21.11% | โ |
| 3M | -33.98% | -11.40% | โ | โ | โ | -22.58% | โ |
| 6M | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| 1Y | -8.32% | -2.31% | -18.82% | 4.34% | 24.25% | -6.01% | -12.66% |
| 2Y | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| 3Y | -8.32% | -2.31% | -9.04% | 6.40% | 24.94% | -6.01% | -14.72% |
| 5Y | -8.32% | -2.31% | -5.53% | 4.26% | 16.38% | -6.01% | -12.58% |
| 7Y | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| 10Y | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| SI | -8.32% | -12.17% | โ | โ | โ | 3.85% | โ |
Risk Snapshot (3Y)
Sharpe Ratio
-0.86
(cat: 0.44)
Max Drawdown
-16.20%
(cat: -15.76%)
Std Dev (Ann)
17.23%
(cat: 13.1%)
Beta
0.34
(cat: 0.75)
Index Funds
ยท 239 funds
ยท Avg Score: 46/100
ยท Category Meter โ
NAV History
Trailing Returns (CAGR)
| Period | Fund | Benchmark | Cat Min | Cat Avg | Cat Max | Excess vs BM | Excess vs Cat |
|---|---|---|---|---|---|---|---|
| 1W | 390.44% | 170.30% | โ | โ | โ | 220.14% | โ |
| 1M | 65.59% | 44.48% | โ | โ | โ | 21.11% | โ |
| 3M | -33.98% | -11.40% | โ | โ | โ | -22.58% | โ |
| 6M | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| 1Y | -8.32% | -2.31% | -18.82% | 4.34% | 24.25% | -6.01% | -12.66% |
| 2Y | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| 3Y | -8.32% | -2.31% | -9.04% | 6.40% | 24.94% | -6.01% | -14.72% |
| 5Y | -8.32% | -2.31% | -5.53% | 4.26% | 16.38% | -6.01% | -12.58% |
| 7Y | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| 10Y | -8.32% | -2.31% | โ | โ | โ | -6.01% | โ |
| SI | -8.32% | -12.17% | โ | โ | โ | 3.85% | โ |
Trailing Returns Chart
Calendar Year Returns
Rolling Return Statistics
All rolling windows vs benchmark โ full history
Rolling returns not computed yet.
Rolling Return Calculator
Inception: July 7, 2026 ยท Latest NAV: โ
Rolling Window
Start Date
End Date
Rolling Returns Distribution (All Windows)
Bar = mean, error bar = min/max. BM shown beside. Right axis = % of periods beating BM.
๐งฎ SIP Simulator
10 yrs
Enter values and click Calculate.
๐ฐ Lumpsum Simulator
10 yrs
Enter values and click Calculate.
Risk Metrics โ 3 Years
Category Avg (Index Funds)
ยท Std Dev: 13.12%
ยท Sharpe: 0.44
ยท Sortino: 0.70
ยท Max DD: -15.76%
Std Dev (Ann %)
17.23%
(cat: 13.1%)
Sharpe Ratio
-0.86
(cat: 0.44)
Sortino Ratio
-1.23
(cat: 0.70)
Max Drawdown %
-16.20%
(cat: -15.76%)
Beta
0.34
(cat: 0.75)
Alpha (Ann %)
-8.56%
(cat: 3.43)
R-Squared %
17.51%
Tracking Error %
20.57%
Info Ratio
0.17
Upside Capture %
74.8%
Downside Capture %
42.4%
Risk-Free Rate Used
6.50%
Risk Metrics โ 5 Years
Category Avg (Index Funds)
ยท Std Dev: 13.03%
ยท Sharpe: 0.28
ยท Sortino: 0.46
ยท Max DD: -16.80%
Std Dev (Ann %)
17.23%
(cat: 13.0%)
Sharpe Ratio
-0.86
(cat: 0.28)
Sortino Ratio
-1.23
(cat: 0.46)
Max Drawdown %
-16.20%
(cat: -16.80%)
Beta
0.34
Alpha (Ann %)
-8.56%
R-Squared %
17.51%
Tracking Error %
20.57%
Info Ratio
0.17
Upside Capture %
74.8%
Downside Capture %
42.4%
Benchmark
NIFTY AUTO
Market Volatility Measures (3Y)
Upside Capture
74.8%
Downside Capture
42.4%
Max Drawdown
-16.20%
Quarterly Performance Analysis (Top 5 & Worst 5)
๐ Upside Quarters (Top 5)
| Quarter | Fund | Benchmark |
|---|---|---|
| Q3 2026 | 0.77% | -1.22% |
Total 1 upside quarter(s)
๐ Downside Quarters (Worst 5)
| Quarter | Fund | Benchmark |
|---|---|---|
| No downside quarters found | ||
Total 0 downside quarter(s)
Year-wise Risk Metrics
| Year | Fund CAGR | BM CAGR | Alpha | Beta | Sharpe | Sortino | Max DD | Upside Cap | Downside Cap |
|---|---|---|---|---|---|---|---|---|---|
| 2026* | -8.32% | -2.33% | -8.56% | 0.34 | -0.86 | -1.23 | -16.20% | 74.8% | 42.4% |
* Partial year
Drawdown Chart
Crisis Period Behaviour
"Pre-inception" = fund didn't exist during that period. Hover the โ on each card for how to interpret it.
๐ How to interpret these numbers
0% or positive โ Held up during crash (exceptional)
0% to -15% โ Mild damage, manageable drawdown
Below -15% โ Significant hit; check recovery speed
Recovery label โ Months from trough back to pre-crash peak
Market Regime Analysis
Reading the cards:
โฅ15% Excellent
5โ15% Good
0โ5% Muted
<0% Lost money
|
Click โผ Per-window on any card to see each individual time window
โน๏ธ Regime windows are approximations based on Nifty 50 price action and RBI policy dates. Returns shown are fund NAV CAGR within covered dates only.
โ ๏ธ Benchmark Note: Index data shown is Price Index, not TRI (Total Return Index).
TRI includes dividends and is typically 1-2% higher annually. SEBI mandates TRI for official benchmark comparison.
Sector Allocation
Consumer Cyclical
89.6%
Industrials
10.4%
Weightage by Market Cap
Large Cap
40.72%
Mid Cap
15.91%
Small Cap
43.37%
Asset Allocation
Debt
0.00%
Cash
-0.11%
Other
0.00%
Portfolio Summary
Category Avg (Index Funds)
ยท Turnover: 0.5%
(median: 0.3%)
Total Holdings
16
Top 10 Weight
87.15%
Portfolio Turnover
โ
(cat avg: 0.5%)
Top Holdings
As of Sep 2026
| # | Security | Sector | Weight % | Fwd P/E |
|---|---|---|---|---|
| 1 |
Mahindra & Mahindra Ltd
INE101A01026
|
Consumer Cyclical |
22.30%
|
21.9x |
| 2 |
Maruti Suzuki India Ltd
INE585B01010
|
Consumer Cyclical |
13.17%
|
27.6x |
| 3 |
Bajaj Auto Ltd
INE917I01010
|
Consumer Cyclical |
10.04%
|
25.6x |
| 4 |
Eicher Motors Ltd
INE066A01021
|
Consumer Cyclical |
8.35%
|
31.8x |
| 5 |
TVS Motor Co Ltd
INE494B01023
|
Consumer Cyclical |
8.16%
|
38.5x |
| 6 |
Samvardhana Motherson International Ltd
INE775A01035
|
Consumer Cyclical |
6.10%
|
โ |
| 7 |
Hero MotoCorp Ltd
INE158A01026
|
Consumer Cyclical |
5.76%
|
18.4x |
| 8 |
Tata Motors Passenger Vehicles Ltd
INE155A01022
|
Consumer Cyclical |
5.02%
|
โ |
| 9 |
Bharat Forge Ltd
INE465A01025
|
Industrials |
4.53%
|
โ |
| 10 |
Ashok Leyland Ltd
INE208A01029
|
Industrials |
3.73%
|
22.1x |
| 11 |
Bosch Ltd
INE323A01026
|
Consumer Cyclical |
3.45%
|
โ |
| 12 |
Sona BLW Precision Forgings Ltd
INE073K01018
|
Consumer Cyclical |
3.16%
|
65.8x |
| 13 |
Hyundai Motor India Ltd
INE0V6F01027
|
Consumer Cyclical |
2.41%
|
โ |
| 14 |
Tube Investments of India Ltd Ordinary Shares
INE974X01010
|
Industrials |
2.14%
|
โ |
| 15 |
UNO Minda Ltd
INE405E01023
|
Consumer Cyclical |
1.80%
|
โ |
| 16 |
Treps - Tri-Party Repo
|
cashAndEquivalents |
2.86%
|
โ |
Costs & Fees
Category Avg (Index Funds)
ยท Expense Ratio: 0.29%
(median: 0.25%)
ยท Turnover: 0.5%
Expense Ratio
โ
(cat avg: 0.29%)
Portfolio Turnover
โ
(cat avg: 0.5%)
CRISIL Rating
โ
Kuvera Rating
โ
Investment Rules
Min Lumpsum
โ
Min Additional
โ
Min SIP
โ
SIP Available
โ
Yes
Lock-in Period
None
Redemption Allowed
โ
Yes
Tax Treatment
Equity Fund Tax Rules
• STCG (held <12 months): 20% flat
• LTCG (held >12 months): 12.5% on gains above โน1.25 lakh
• ELSS: 3-year lock-in applies; LTCG rules apply
• STCG (held <12 months): 20% flat
• LTCG (held >12 months): 12.5% on gains above โน1.25 lakh
• ELSS: 3-year lock-in applies; LTCG rules apply
Benchmark
NIFTY AUTO
SEBI-assigned category benchmark for this fund type.
Source: database
โ ๏ธ Data shown is Price Index, not TRI. TRI returns are typically 1-2% higher annually.
Named manager data is not exposed by the available on-demand sources for this fund.
Management Context
| Fund House | HDFC Mutual Fund |
| Inception / First NAV | July 7, 2026 |
| AUM | - |
| Expense Ratio | - |
| Portfolio Turnover | - |
| Rating | - |
| Benchmark | NIFTY AUTO |
| Data Source | captnemo |
Portfolio Managed
Holdings Used
16
mstarpy
Sectors
2
Portfolio view
3Y Sharpe
-0.86
NAV computed
3Y Drawdown
-16.2%
NAV computed
Investment objective is not exposed by the current metadata provider for this fund.
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