64
ConsumptionBuy
HDFC Consumption
HDFC · Direct–Growth · rank #7 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-5.9%
-8.9% vs index
3 Years
11.9%
+0.4% vs index
5 Years
—
Since launch
12.1%
Year-by-year performance
2024
+24.1%+8.5% vs index
2025
+0.5%-7.2% vs index
2026
-1.9%+0.2% vs index
Why this score
HDFC Consumption scores 64/100 — #7 of 25 Consumption fund (Buy). It stands out for 3y return and volatility — beating 88% of peers on 3y return. The main drag is its expense ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
3Y return11.95% · 88th percentile in category
Volatility13.48 · 93rd percentile in category
Alpha0.65 · 78th percentile in category
Expense ratio1.29% · 26th percentile in category
1Y return-5.87% · 7th percentile in category
Sortino ratio0.57 · 73rd percentile in category
Top holdings
1.Zomato Ltd10.72%
2.Mahindra & Mahindra Ltd8.79%
3.Hindustan Unilever Ltd7.63%
4.Bharti Airtel Ltd5.4%
5.Godrej Consumer Products Ltd4.3%
51 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.