56
ConsumptionHold
HDFC Consumption
HDFC · Direct–Growth · rank #8 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-8.3%
-6.2% vs index
3 Years
10.4%
+0.6% vs index
5 Years
—
Since launch
11.3%
Year-by-year performance
2024
+24.1%+8.5% vs index
2025
+0.5%-7.2% vs index
2026
-3.7%-0.0% vs index
Why this score
HDFC Consumption scores 56/100 — #8 of 25 Consumption fund (Hold). It stands out for sharpe ratio and 3y return — beating 78% of peers on sharpe ratio. The main drag is its expense ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Sharpe ratio0.48 · 78th percentile in category
3Y return10.44% · 65th percentile in category
Expense ratio1.28% · 26th percentile in category
Alpha-0.79 · 73rd percentile in category
1Y return-8.25% · 17th percentile in category
Sortino ratio0.41 · 68th percentile in category
Top holdings
1.Zomato Ltd10.59%
2.Mahindra & Mahindra Ltd8.57%
3.Hindustan Unilever Ltd7.22%
4.Bharti Airtel Ltd5.02%
5.Vishal Mega Mart Ltd.4.08%
49 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.