82
FocusedStrong Buy
HDFC Focused
HDFC · Direct–Growth · rank #3 of 28 by Smart Score
Data updated
Trailing returns
1 Year
2.5%
-0.5% vs index
3 Years
16.4%
+4.8% vs index
5 Years
18.9%
+8.5% vs index
Since launch
14.9%
Year-by-year performance
2016
+7.2%—
2017
+31.0%—
2018
-3.1%—
Why this score
HDFC Focused scores 82/100 — #3 of 28 Focused fund (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 return18.90% · 98th percentile in category
3Y return16.37% · 83rd percentile in category
Sharpe ratio0.92 · 96th percentile in category
Volatility12.86 · 98th percentile in category
Fund size27924.78 Cr · 95th percentile in category
Expense ratio0.76% · 87th percentile in category
Top holdings
1.ICICI Bank Ltd9.36%
2.HDFC Bank Ltd7.64%
3.Axis Bank Ltd6.6%
4.Kotak Mahindra Bank Ltd5.28%
5.State Bank of India5.2%
29 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.