HDFC Focused 30 Fund Direct Growth

Scheme code: INF179K01VK7 NAV value: ₹ 242.0880 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	9.61	52.73	33.49	27.5
3 year	11.32	43.10	27.10	19.35
5 year	-0.78	37.11	14.38	15.23
7 year	4.11	18.63	13.13	14.59
10 year	13.33	19.26	16.13	16.01
12 year	15.46	17.67	16.61	16.38

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	33.49
3 year	6.28	33.32	15.57	27.1
5 year	0.74	26.02	12.91	14.38
7 year	3.33	15.62	11.64	13.13
10 year	3.49	17.22	10.65	16.13
12 year	3.07	16.17	10.8	16.61
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	33.49
3 year	6.56	32.12	15.66	27.1
5 year	1	26.2	12.75	14.38
7 year	3.8	15.42	11.84	13.13
10 year	3.8	18	11.09	16.13
12 year	3.63	16.86	11.19	16.61
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	33.49
3 year	7.68	33.37	17	27.1
5 year	0.71	27.63	13.15	14.38
7 year	3.76	16.01	12.04	13.13
10 year	3.56	16.94	10.94	16.13
12 year	3.31	16.54	10.99	16.61
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	33.49
3 year	8.04	34.46	17.98	27.1
5 year	0.69	28.64	13.53	14.38
7 year	3.97	16.42	12.35	13.13
10 year	3.53	17.72	11.24	16.13
12 year	3.1	16.97	11.25	16.61
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 33.49% - Median return: 37.57% - Average standard deviation: 4.31

Rolling return for 3 year

- Average return: 27.1% - Median return: 27.59% - Average standard deviation: 2.03

Rolling return for 5 year

- Average return: 14.38% - Median return: 12.3% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 13.13% - Median return: 13.29% - Average standard deviation: 0.78

Rolling return for 10 year

- Average return: 16.13% - Median return: 15.79% - Average standard deviation: 0.53

Rolling return for 12 year

- Average return: 16.61% - Median return: 16.71% - Average standard deviation: 0.45

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,43,556	1,43,556	11.97
3 year	36,00,000	53,29,799	17,29,799	13.98
5 year	60,00,000	96,02,121	36,02,121	9.86
7 year	84,00,000	1,44,74,180	60,74,180	8.08
10 year	1,20,00,000	2,99,03,184	1,79,03,184	9.56
12 year	1,44,00,000	4,47,83,827	3,03,83,827	9.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	11.97
3 year	7.35	13.98
5 year	7.28	9.86
7 year	6.36	8.08
10 year	5.93	9.56
12 year	6.09	9.92

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	11.97
3 year	7.51	13.98
5 year	7.25	9.86
7 year	6.38	8.08
10 year	6.15	9.56
12 year	6.3	9.92

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	11.97
3 year	8.25	13.98
5 year	7.64	9.86
7 year	6.58	8.08
10 year	6.21	9.56
12 year	6.36	9.92

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	11.97
3 year	8.74	13.98
5 year	7.97	9.86
7 year	6.78	8.08
10 year	6.43	9.56
12 year	6.57	9.92

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,43,556 - Absolute Returns: ₹1,43,556 - CAGR: 11.97%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹53,29,799 - Absolute Returns: ₹17,29,799 - CAGR: 13.98%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹96,02,121 - Absolute Returns: ₹36,02,121 - CAGR: 9.86%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,44,74,180 - Absolute Returns: ₹60,74,180 - CAGR: 8.08%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,99,03,184 - Absolute Returns: ₹1,79,03,184 - CAGR: 9.56%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,47,83,827 - Absolute Returns: ₹3,03,83,827 - CAGR: 9.92%