86
FocusedStrong Buy
HDFC Focused
HDFC · Direct–Growth · rank #1 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-2.5%
-0.4% vs index
3 Years
14.6%
+4.8% vs index
5 Years
17.9%
+8.4% vs index
Since launch
14.7%
Year-by-year performance
2021
+41.8%+11.2% vs index
2022
+19.9%+16.1% vs index
2023
+31.3%+4.8% vs index
2024
+25.4%+9.8% vs index
2025
+12.1%+4.4% vs index
2026
-3.1%+0.6% vs index
Why this score
HDFC Focused scores 86/100 — the top-rated Focused fund of 28 (Strong Buy). It stands out for 5y return and 3y return — beating 98% of peers on 5y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return17.90% · 98th percentile in category
3Y return14.62% · 80th percentile in category
Sharpe ratio0.92 · 95th percentile in category
Volatility12.74 · 98th percentile in category
Fund size28200.67 Cr · 95th percentile in category
Expense ratio0.80% · 87th percentile in category
Top holdings
1.ICICI Bank Ltd9.49%
2.HDFC Bank Ltd7.17%
3.Axis Bank Ltd6.91%
4.Kotak Mahindra Bank Ltd5.74%
5.State Bank of India5.31%
29 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.