Should I invest in HDFC Focused Fund?

We don't give personal investment advice. HDFC Focused Fund - Growth Option - Direct Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.0%. 5-year CAGR: 19.16%.

HDFC

HDFC Focused Fund - Growth Option - Direct Plan

Latest NAV

₹250.6800

As of

3 Jun 2026

3,301 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.17%	+0.16%	+0.00	17 / 28	Q3
1W	-1.69%	-1.70%	+0.01	11 / 28	Q2
2W	-0.19%	+0.08%	-0.28	17 / 28	Q3
1M	-1.66%	-0.57%	-1.09	17 / 28	Q3
3M	-6.50%	-0.01%	-6.49	28 / 28	Q4
6M	-7.80%	-4.00%	-3.81	22 / 28	Q4
YTD	-8.20%	-4.28%	-3.92	23 / 28	Q4
1Y	-1.76%	+1.05%	-2.80	19 / 28	Q3
2Y	+5.77%	+4.18%	+1.59	9 / 28	Q2
3Y	+17.48%	+14.42%	+3.07	7 / 27	Q2
4Y	+18.86%	+14.60%	+4.26	1 / 24	Q1
5Y	+19.16%	+13.14%	+6.02	1 / 21	Q1
7Y	+16.73%	+14.32%	+2.42	3 / 15	Q1
10Y	+15.13%	+14.36%	+0.77	5 / 13	Q2
Inception	+14.58%	+14.67%	-0.09	15 / 28	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.20%	-4.28%	-3.92	23 / 28
2025	+11.68%	+5.55%	+6.12	4 / 28
2024	+25.40%	+20.88%	+4.52	7 / 27
2023	+30.82%	+27.60%	+3.22	7 / 25
2022	+19.93%	+2.34%	+17.59	1 / 23
2021	+41.10%	+33.53%	+7.57	4 / 20
2020	+4.73%	+17.14%	-12.41	17 / 17
2019	+4.21%	+12.27%	-8.06	11 / 13
2018	-13.52%	-5.39%	-8.14	13 / 13
2017	+39.34%	+37.82%	+1.52	6 / 13
2016	+2.45%	+5.87%	-3.43	12 / 13

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.61%

152 windows

min -34.2% · max 93.4%

81% positive

3-Year rolling

+16.54%

128 windows

min -10.2% · max 38.2%

91% positive

5-Year rolling

+15.44%

103 windows

min -1.7% · max 33.0%

99% positive

7-Year rolling

+14.06%

79 windows

min 6.4% · max 20.2%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.68%

3-year · annualised

Sharpe ratio

0.89

vs risk-free 6.5%

Sortino ratio

1.44

Downside-only deviation

Max drawdown

-13.98%

Feb 2026 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹131.4877	3 Jun 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹430.6856	2 Jun 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹102.5000	3 Jun 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹28.4200	3 Jun 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹101.5750	3 Jun 2026
quant Focused Fund - Growth Option-Direct Plan	Quant	₹100.2827	3 Jun 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹158.3303	3 Jun 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹54.9491	3 Jun 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹110.9849	3 Jun 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹25.4610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹250.6800
2 Jun 2026	₹250.6280
1 Jun 2026	₹250.2110
29 May 2026	₹252.2030
27 May 2026	₹255.3550
26 May 2026	₹254.9390
25 May 2026	₹256.2050
22 May 2026	₹252.4480
21 May 2026	₹251.4020
20 May 2026	₹250.8230

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of HDFC Focused Fund - Growth Option - Direct Plan is ₹250.6800. It's a Focused Fund from HDFC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

HDFC Focused Fund - Growth Option - Direct Plan has NAV history starting from 01 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

HDFC Focused Fund - Growth Option - Direct Plan is managed by HDFC. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, HDFC Focused Fund - Growth Option - Direct Plan has delivered a absolute return of -1.76% — -2.8 pp behind the Focused Fund category average of 1.05%. The fund ranks #19 of 28 in its category — the third (Q3) quartile.

Over the trailing 3-year window, HDFC Focused Fund - Growth Option - Direct Plan has delivered a CAGR of 17.48% — +3.07 pp ahead of the Focused Fund category average of 14.42%. The fund ranks #7 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, HDFC Focused Fund - Growth Option - Direct Plan has delivered a CAGR of 19.16% — +6.02 pp ahead of the Focused Fund category average of 13.14%. The fund ranks #1 of 21 in its category — the top (Q1) quartile.

₹1 lakh invested in HDFC Focused Fund - Growth Option - Direct Plan exactly 10 years ago would be worth approximately ₹409,007 today — a multiplier of 4.09×, based on the 10-year CAGR of 15.13%. The category average over the same window would have grown ₹1 lakh to ₹382,563.

A ₹10,000 monthly SIP in HDFC Focused Fund - Growth Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹876,184 today. That's an XIRR (money-weighted annualised return) of 15.12%.

A ₹10,000 monthly SIP for 10 years in HDFC Focused Fund - Growth Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,844,478 (multiplier 2.37×). XIRR: 16.45%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HDFC Focused Fund - Growth Option - Direct Plan ranks #1 out of 21 funds in the Focused Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.14%; this fund delivered 19.16%.

The worst peak-to-trough decline HDFC Focused Fund - Growth Option - Direct Plan has experienced over the last 5-year window is 13.98% — its NAV fell from a high on 18 Feb 2026 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, HDFC Focused Fund - Growth Option - Direct Plan averaged 15.44% (best 33.00%, worst -1.74%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.97 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC Focused Fund - Growth Option - Direct Plan returned 11.68% — beating the Focused Fund category average of 5.55% by 6.12 pp. It ranked #4 of 28 in its category that year.

HDFC Focused Fund - Growth Option - Direct Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. HDFC Focused Fund - Growth Option - Direct Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.0%. 5-year CAGR: 19.16%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.