FundLens
84
FocusedStrong Buy

HDFC Focused

HDFC · Direct–Growth · rank #1 of 28 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
2.4%
+1.9% vs index
3 Years
17.8%
+5.6% vs index
5 Years
19.9%
+8.0% vs index
Since launch
15.0%

Year-by-year performance

last entry = YTD
2016
+7.2%
2017
+31.0%
2018
-3.1%

Why this score

HDFC Focused scores 84/100 — the top-rated Focused fund of 28 (Strong Buy). It stands out for 5y return and 3y return — beating 98% of peers on 5y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

5Y return19.92% · 98th percentile in category
3Y return17.77% · 87th percentile in category
Sharpe ratio0.92 · 96th percentile in category
Volatility12.86 · 98th percentile in category
Fund size27303.27 Cr · 95th percentile in category
Expense ratio0.78% · 83rd percentile in category

Other Focused funds