83
FocusedStrong Buy
HDFC Focused
HDFC · Direct–Growth · rank #2 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-3.8%
+1.0% vs index
3 Years
14.9%
+5.5% vs index
5 Years
15.8%
+7.9% vs index
Since launch
14.5%
Year-by-year performance
2016
+7.2%—
2017
+31.0%—
2018
-3.1%—
Why this score
HDFC Focused scores 83/100 — #2 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 return15.78% · 98th percentile in category
3Y return14.91% · 87th percentile in category
Sharpe ratio0.68 · 89th percentile in category
Volatility13.39 · 95th percentile in category
Fund size26552.92 Cr · 95th percentile in category
Expense ratio0.82% · 89th percentile in category
Top holdings
1.ICICI Bank Ltd9.16%
2.HDFC Bank Ltd7.83%
3.Kotak Mahindra Bank Ltd6.91%
4.Axis Bank Ltd6.24%
5.State Bank of India5.1%
29 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.