HDFC Focused Fund
Direct · Growth ₹251.10
05 Jun 2026
NAV
16.7%
3Y CAGR
15.5%
5Y CAGR
16.1%
10Y CAGR
16.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.02
Sharpe
-45.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.94 L | 20.7% | -63.9% | 123.2% |
| 3 Years | ₹36.00 L | ₹46.32 L | 16.9% | -28.8% | 37.6% |
| 5 Years | ₹60.00 L | ₹90.76 L | 16.3% | -14.0% | 34.5% |
| 7 Years | ₹84.00 L | ₹1.49 Cr | 16.0% | -5.2% | 26.6% |
| 10 Years | ₹1.20 Cr | ₹3.10 Cr | 17.9% | 14.1% | 21.0% |
| 12 Years | ₹1.44 Cr | ₹4.52 Cr | 17.7% | 15.1% | 19.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.7% | 14.6% | 17.3% | +6.2% |
| 3 Years | 16.9% | 11.2% | 16.8% | +5.6% |
| 5 Years | 16.3% | 10.5% | 15.7% | +5.8% |
| 7 Years | 16.0% | 10.6% | 15.2% | +5.5% |
| 10 Years | 17.9% | 11.5% | 15.9% | +6.4% |
| 12 Years | 17.7% | 11.4% | 15.4% | +6.3% |