Should I invest in HDFC Infrastructure Fund?

We don't give personal investment advice. HDFC Infrastructure 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: 21.3%. 5-year CAGR: 22.11%.

HDFC

HDFC Infrastructure Fund - Growth Option - Direct Plan

Latest NAV

₹51.6530

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	-0.02%	+0.27%	-0.29	178 / 258	Q3
1W	-2.01%	-1.34%	-0.67	176 / 258	Q3
2W	+0.34%	+0.04%	+0.30	117 / 259	Q2
1M	-2.89%	-0.39%	-2.50	223 / 259	Q4
3M	-0.09%	+2.19%	-2.29	158 / 257	Q3
6M	-2.53%	-1.09%	-1.44	120 / 247	Q2
YTD	-2.47%	-1.30%	-1.17	118 / 247	Q2
1Y	-1.48%	+5.02%	-6.50	169 / 230	Q3
2Y	+0.33%	+5.50%	-5.17	155 / 182	Q4
3Y	+23.03%	+16.94%	+6.10	25 / 139	Q1
4Y	+24.35%	+16.57%	+7.78	14 / 119	Q1
5Y	+22.11%	+13.73%	+8.38	11 / 109	Q1
7Y	+15.67%	+16.42%	-0.75	51 / 91	Q3
10Y	+13.08%	+15.07%	-1.99	59 / 76	Q4
Inception	+12.09%	+10.45%	+1.64	140 / 259	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	-2.47%	-0.94%	-1.53	116 / 244
2025	+2.51%	+4.41%	-1.90	113 / 208
2024	+22.97%	+23.18%	-0.21	70 / 155
2023	+56.18%	+33.51%	+22.67	5 / 127
2022	+20.17%	+4.32%	+15.84	10 / 116
2021	+44.03%	+34.43%	+9.60	32 / 104
2020	-7.24%	+21.19%	-28.43	91 / 94
2019	-3.51%	+9.30%	-12.81	83 / 85
2018	-28.41%	-5.36%	-23.06	77 / 77
2017	+43.32%	+35.61%	+7.71	24 / 76
2016	-2.65%	+4.98%	-7.63	60 / 76

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

+20.18%

152 windows

min -49.0% · max 130.0%

68% positive

3-Year rolling

+14.55%

128 windows

min -21.3% · max 46.1%

80% positive

5-Year rolling

+11.92%

103 windows

min -12.0% · max 37.4%

85% positive

7-Year rolling

+9.58%

79 windows

min -0.2% · max 19.5%

99% 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

17.09%

3-year · annualised

Sharpe ratio

0.93

vs risk-free 6.5%

Sortino ratio

1.74

Downside-only deviation

Max drawdown

-21.28%

Sep 2024 → Mar 2025

% positive months

66.7%

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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹51.6530
2 Jun 2026	₹51.6210
1 Jun 2026	₹51.6310
29 May 2026	₹52.2720
27 May 2026	₹52.7850
26 May 2026	₹52.6800
25 May 2026	₹52.6520
22 May 2026	₹51.9700
21 May 2026	₹51.9330
20 May 2026	₹51.4520

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 Infrastructure Fund - Growth Option - Direct Plan is ₹51.6530. It's a Sectoral/Thematic Fund from HDFC, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, HDFC Infrastructure Fund - Growth Option - Direct Plan has delivered a absolute return of -1.48% — -6.5 pp behind the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #169 of 230 in its category — the third (Q3) quartile.

Over the trailing 3-year window, HDFC Infrastructure Fund - Growth Option - Direct Plan has delivered a CAGR of 23.03% — +6.1 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #25 of 139 in its category — the top (Q1) quartile.

Over the trailing 5-year window, HDFC Infrastructure Fund - Growth Option - Direct Plan has delivered a CAGR of 22.11% — +8.38 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #11 of 109 in its category — the top (Q1) quartile.

₹1 lakh invested in HDFC Infrastructure Fund - Growth Option - Direct Plan exactly 10 years ago would be worth approximately ₹341,928 today — a multiplier of 3.42×, based on the 10-year CAGR of 13.08%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in HDFC Infrastructure Fund - Growth Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹954,247 today. That's an XIRR (money-weighted annualised return) of 18.61%.

A ₹10,000 monthly SIP for 10 years in HDFC Infrastructure Fund - Growth Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,862,004 (multiplier 2.38×). XIRR: 16.56%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, HDFC Infrastructure Fund - Growth Option - Direct Plan ranks #11 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.73%; this fund delivered 22.11%.

The worst peak-to-trough decline HDFC Infrastructure Fund - Growth Option - Direct Plan has experienced over the last 5-year window is 21.28% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. 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 Infrastructure Fund - Growth Option - Direct Plan averaged 11.92% (best 37.38%, worst -11.96%). 85% of rolling windows ended positive. The 5-year Sharpe ratio is 0.89 — reasonable risk-adjusted performance.

In calendar year 2025, HDFC Infrastructure Fund - Growth Option - Direct Plan returned 2.51% — lagging the Sectoral/Thematic Fund category average of 4.41% by 1.90 pp. It ranked #113 of 208 in its category that year.

HDFC Infrastructure 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 Infrastructure 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: 21.3%. 5-year CAGR: 22.11%.

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