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 Infrastructure Fund Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 5.8/10 · Average |
| Fund house | HDFC Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic · sectoral |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹2.4K Cr |
| Morningstar | 3★ |
| Performance returns | |
| 1Y return | +5.37% |
| 3Y return (CAGR) | +26.49% |
| 5Y return (CAGR) | +26.12% |
| 10Y return (CAGR) | +13.21% |
| Benchmark | BSE India Infrasturcture TRI TR INR |
| Category avg 1Y | +6.14% |
| SIP returns | |
| SIP 1Y | +2.36% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 14.18% |
| Sharpe ratio (1Y) | -0.08 |
| Sharpe ratio (3Y) | 1.41 |
| Sortino ratio (1Y) | -0.08 |
| Max drawdown (1Y) | -14.30% |
| Category rank (1Y) | #10 of 25 |
| Quartile (1Y) | Q2 |
| Costs | |
| Expense ratio | 1.15% |
| Portfolio | |
| NAV | ₹47.4 |
| Min SIP | ₹500 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |