Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
HDFC Annual Interval Fund - Series I - Plan A-Direct Option-Growth Option
3Y ago₹1.24 L
5Y ago₹1.47 L
otherDirect
HDFC CPO - I - 36M October 2013 - Direct Option - Growth Option
3Y ago₹1.29 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | HDFC Annual Interval Fund - Ser… | HDFC CPO - I - 36M October 2013… |
|---|---|---|
| Fund house | HDFC Mutual Fund | HDFC Mutual Fund |
| Category | 5 Year Plan | 5 Year Plan |
| Plan | Direct | Direct |
| Latest NAV | ₹15.0195 | ₹12.7688 |
| Assets managed (AUM) | — | — |
| 1M return | 0.52% | 0.05% |
| 6M return | 2.94% | 3.92% |
| 1Y return | 6.23% | 6.15% |
| 3Y CAGR | 7.36% | 8.78% |
| 5Y CAGR | 8.07% | — |
| Since inception CAGR | 8.23% | 8.55% |
| Bumpiness · 3Y (annualised σ) | 0.40 | 2.55 |
| Worst drop ever | -1.47% | -1.76% |
| Sharpe · 3Y (rf=6%) | 3.47 | 1.09 |