47
ConsumptionHold
HDFC Consumption
HDFC · Direct–Growth · rank #11 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-10.1%
-5.4% vs index
3 Years
8.3%
-1.1% vs index
5 Years
—
Since launch
10.0%
Year-by-year performance
2024
+24.1%+8.5% vs index
2025
+0.5%-7.2% vs index
2026
-6.5%-0.5% vs index
Why this score
HDFC Consumption scores 47/100 — #11 of 25 Consumption fund (Hold). It stands out for sharpe ratio and alpha — beating 70% of peers on sharpe ratio. The main drag is its expense ratio (better than only 22% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Expense ratio1.40% · 22nd percentile in category
Sharpe ratio0.29 · 70th percentile in category
3Y return8.30% · 42nd percentile in category
Alpha-1.20 · 68th percentile in category
1Y return-10.11% · 26th percentile in category
Volatility16.70 · 43rd percentile in category
Top holdings
1.Zomato Ltd9.56%
2.Mahindra & Mahindra Ltd8.26%
3.Hindustan Unilever Ltd7.39%
4.Bharti Airtel Ltd5.21%
5.Vishal Mega Mart Ltd.3.99%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.