MF Gyan
otherHigh risk14 years old

HDFC Focused Large-Cap Fund -Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From HDFC Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit
₹21.067
▼ 0.37% today
As of 20 Jun 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.36 L
▲ ₹35.6k gain · 35.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹75.8k
Gain / loss+₹15.8k
XIRR (annualised)55.96%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹81.7k
Projected gain*+₹21.7k
*at this fund's historical rate of 55.96% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
35.61%median 4.48% (+31.13%)
Rank #29 of 501Beats 94% of peers
Bumpiness (3Y)
17.50%median 4.87% (+12.63%)
Rank #437 of 501Less risky than 11% of peers
Worst-ever drop
-21.03%median -6.75% (-14.28%)
Rank #82 of 501Less risky than 84% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 2 years were positive.

+0%
2013
+23%
2014
Best year
2014 · 22.90%
Worst year
2013 · 0.28%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
17.5%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-21.03%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HDFC Focused Large-Cap Fund -Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year35.61%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch15.31%
Volatility — 1 year (annualised)18.52%
Volatility — 3 years (annualised)17.50%
Max drawdown — 1 year-12.64%
Max drawdown — 3 years-21.03%
Sharpe ratio — 1 year (rf=6%)1.36
Sharpe ratio — 3 years (rf=6%)0.48

Fund info

Fund house
HDFC Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
118927
First price on record
1 Jan 2013 · 364 daily prices

About HDFC Focused Large-Cap Fund -Direct Plan - Growth Option

HDFC Focused Large-Cap Fund -Direct Plan - Growth Option is a Income offered by HDFC Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of HDFC Focused Large-Cap Fund -Direct Plan - Growth Option is ₹21.0670 (as of 20 Jun 2014). Historically, it has delivered 35.58% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 17.5% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 21.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HDFC Focused Large-Cap Fund -Direct Plan - Growth Option?+

The latest NAV of HDFC Focused Large-Cap Fund -Direct Plan - Growth Option is ₹21.0670 as of 20 Jun 2014, down 0.37% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HDFC Focused Large-Cap Fund -Direct Plan - Growth Option?+

HDFC Focused Large-Cap Fund -Direct Plan - Growth Option has delivered 1-year return 35.58%, since-inception CAGR 15.31%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HDFC Focused Large-Cap Fund -Direct Plan - Growth Option belong to?+

HDFC Focused Large-Cap Fund -Direct Plan - Growth Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is HDFC Focused Large-Cap Fund -Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 17.5%, HDFC Focused Large-Cap Fund -Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HDFC Focused Large-Cap Fund -Direct Plan - Growth Option a direct plan?+

HDFC Focused Large-Cap Fund -Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is HDFC Focused Large-Cap Fund -Direct Plan - Growth Option?+

HDFC Focused Large-Cap Fund -Direct Plan - Growth Option has NAV history available from 1 Jan 2013 — approximately 14 years of track record and 364 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.