FundLens
49
InfrastructureHold

HDFC Infra

HDFC · Direct–Growth · rank #10 of 20 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-0.2%
-3.2% vs index
3 Years
14.6%
+3.0% vs index
5 Years
20.1%
+9.8% vs index
Since launch
11.9%

Year-by-year performance

last entry = YTD
2021
+44.1%
2022
+20.2%
2023
+56.5%
2024
+24.2%
2025
+3.2%
2026
-1.9%

Why this score

HDFC Infra scores 49/100 — #10 of 20 Infrastructure fund (Hold). It stands out for 5y return and sharpe ratio — beating 75% of peers on 5y return. The main drag is its 3y return (better than only 25% of peers).

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

3Y return14.61% · 25th percentile in category
5Y return20.13% · 75th percentile in category
Sortino ratio0.64 · 23rd percentile in category
Sharpe ratio0.95 · 66th percentile in category
1Y return-0.17% · 13th percentile in category
Expense ratio1.35% · 33rd percentile in category

Top holdings

top 5 = 22.7% of portfolio
1.Larsen & Toubro Ltd6.98%
2.Interglobe Aviation Ltd4.28%
3.ICICI Bank Ltd4.02%
4.Kalpataru Power Transmission Ltd4%
5.NTPC Ltd3.44%

70 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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