Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | HDFC Focused Fund Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 5.2/10 · Below Average |
| Fund house | HDFC Mutual Fund |
| Category | Equity Scheme - Focused Fund · focused |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹27.1K Cr |
| Morningstar | 5★ |
| Performance returns | |
| 1Y return | +2.24% |
| 3Y return (CAGR) | +20.19% |
| 5Y return (CAGR) | +22.52% |
| 10Y return (CAGR) | +15.75% |
| Benchmark | BSE 500 India TR INR |
| Category avg 1Y | +4.05% |
| SIP returns | |
| SIP 1Y | -3.90% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 12.48% |
| Sharpe ratio (1Y) | -0.34 |
| Sharpe ratio (3Y) | 1.10 |
| Sortino ratio (1Y) | -0.33 |
| Max drawdown (1Y) | -13.98% |
| Category rank (1Y) | #4 of 6 |
| Quartile (1Y) | Q3 |
| Costs | |
| Expense ratio | 0.65% |
| Exit load | 0 - 1 Years : 1.0 % |
| Portfolio | |
| NAV | ₹252.79 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |