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HDFC INNOVATION FUND - REGULAR PLAN - GROWTH OPTION

HDFC · Equity Fund
High
₹11.34
Current NAV
30 Oct 2026
8.7%
1Y Return
14.0%
3Y CAGR
20.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.50).
  • Very large asset base (AUM: ₹11,550 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
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
1.00
Sharpe Ratio
0.90
Beta
5.50
Alpha
1.30
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹11550 Cr
Expense Ratio 1.30%
Min SIP ₹500
Min Lumpsum ₹1000
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