MF Gyan
otherHigh risk12 years oldSteady vs its 3-year pace

HDFC FOCUSED EQUITY 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 23 Feb 2015.

Latest price per unit
₹12.948
▲ 0.03% today
As of 26 Feb 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.15 L
▲ ₹15.3k gain · 15.3% / year
Invested 3 years ago
₹1.33 L
▲ ₹32.6k gain · 9.9% / 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₹1.80 L
Value today₹2.21 L
Gain / loss+₹41.4k
XIRR (annualised)14.00%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.25 L
Projected gain*+₹44.7k
*at this fund's historical rate of 14.00% 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 361 other funds in 1

Same plan
1-year return
15.34%median 8.27% (+7.07%)
Rank #2 of 362Beats 100% of peers
3-year return
9.87%median 8.27% (+1.59%)
Rank #6 of 362Beats 95% of peers
Bumpiness (3Y)
14.92%median 2.96% (+11.96%)
Rank #38 of 362Less risky than 24% of peers
Worst-ever drop
-22.07%median 0.00% (-22.07%)
Rank #8 of 362Less risky than 97% 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 4 years were positive.

-4%
2015
+7%
2016
+31%
2017
-2%
2018
Best year
2017 · 30.77%
Worst year
2015 · -3.64%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
14.9%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-22.07%

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 EQUITY FUND - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year15.34%
CAGR — 3 years9.87%
CAGR — 5 years—
CAGR — since launch9.42%
Volatility — 1 year (annualised)11.23%
Volatility — 3 years (annualised)14.92%
Max drawdown — 1 year-6.84%
Max drawdown — 3 years-22.07%
Sharpe ratio — 1 year (rf=6%)0.82
Sharpe ratio — 3 years (rf=6%)0.24

Fund info

Fund house
HDFC Mutual Fund
Category
1
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
133529
First price on record
23 Feb 2015 · 743 daily prices

About HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option

HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option is a 1 offered by HDFC Mutual Fund under the Direct plan with the Growth option. It has approximately 12 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 EQUITY FUND - Direct Plan - Growth Option is ₹12.9480 (as of 26 Feb 2018). Historically, it has delivered 15.46% over the last year, 9.87% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 22.1%. 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 EQUITY FUND - Direct Plan - Growth Option?+

The latest NAV of HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option is ₹12.9480 as of 26 Feb 2018, up 0.03% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option?+

HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option has delivered 1-year return 15.46%, 3-year CAGR 9.87%, since-inception CAGR 9.42%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option belong to?+

HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option is categorised as 1. A specialised fund. Check the scheme details for what it invests in.

How risky is HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 14.9%, HDFC FOCUSED EQUITY 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 EQUITY FUND - Direct Plan - Growth Option a direct plan?+

HDFC FOCUSED EQUITY 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 EQUITY FUND - Direct Plan - Growth Option?+

HDFC FOCUSED EQUITY FUND - Direct Plan - Growth Option has NAV history available from 23 Feb 2015 — approximately 12 years of track record and 743 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.