HDFC Focused Fund Direct Growth

Scheme code: INF179K01VK7 NAV value: ₹ 246.3220 NAV date: 19 March, 2026 TER: 0.64%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-38.46	93.42	16.89	19.89	11.31
3 year	-11.22	41.63	16.44	16.66	16.76
5 year	-2.72	36.81	13.90	15.36	15.84
7 year	5.40	21.13	14.16	13.98	14.78
10 year	13.57	18.83	15.95	16.15	15.69
12 year	15.64	19.90	17.89	17.84	16.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.89
3 year	6.28	30.95	15.04	16.66
5 year	8.38	26.02	14.22	15.36
7 year	10.18	15.62	12.93	13.98
10 year	11.42	12.93	12.18	16.15
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.89
3 year	6.56	19.64	13.57	16.66
5 year	9.22	12.29	10.75	15.36

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.89
3 year	7.68	21.49	15.06	16.66
5 year	10.37	13.5	11.93	15.36

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.89
3 year	8.04	32.03	17.81	16.66
5 year	8.18	28.64	15.34	15.36
7 year	10.64	16.42	13.77	13.98
10 year	12.56	14.06	13.31	16.15

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,02,034 - Absolute Returns: ₹1,02,034 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,33,673 - Absolute Returns: ₹10,33,673 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,24,657 - Absolute Returns: ₹31,24,657 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,35,123 - Absolute Returns: ₹65,35,123 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,09,52,609 - Absolute Returns: ₹1,89,52,609 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,53,09,425 - Absolute Returns: ₹3,09,09,425 - CAGR: %

Drawdown Metrics

Max Drawdown

-45.63 %

Drawdown Duration

27 months

Recovery Time

11 months

Avg Drawdown

-6.87 %

Calmar Ratio by Duration

1 Y

0.4359

3 Y

0.3651

5 Y

0.3366

7 Y

0.3064

10 Y

0.3539

12 Y

0.391

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.13	0.86	86.6	80.6	7.49 %	4.00 %
3 years	10.22	0.79	85.3	70.5	20.51 %	11.28 %
5 years	11.77	0.83	88.8	74.2	20.71 %	9.44 %
7 years	6.99	0.89	92.2	84.5	17.25 %	10.74 %
10 years	5.09	0.90	93.5	87.5	16.59 %	12.06 %
12 years	4.03	0.90	93.5	87.5	13.68 %	10.00 %
15 years	3.02	0.90	93.5	87.5	10.80 %	7.92 %