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HDFC Focused Fund - IDCW PLAN

HDFC · International
High
₹23.43
Current NAV
25 Jun 2026
18.3%
1Y Return
20.3%
3Y CAGR
19.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.63).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.63
Sharpe Ratio
1.23
Beta
4.63
Alpha
2.17
Sortino
Fund Details
Fund House HDFC
Category International
AUM ₹1180 Cr
Expense Ratio 1.23%
Min SIP ₹500
Min Lumpsum ₹1000
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