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MF_118950

HDFC Focused Fund - Growth Option - Direct Plan

Equity Scheme - Focused Fund

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End Amount
₹64,414.67
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.41%
MF_118950 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
9.12%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
0.50
Risk-Adjusted Return
Sortino Ratio
0.76
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 36% 23%
60 days 60% 23% 17%
90 days 64% 18% 15%
180 days 63% 14% 11%
1Yr 70% 11% 8%
3Yr 66% 8% 6%
5Yr 55% 6% 3%
7Yr 60% 3% 1%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Focused Fund - Growth Option - Direct Plan Nifty 50
30 days 17.1% | -68.8% | 19.3% | 249.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -24.7% | -55.3% | 19.2% | 166.3% -23.0% | -45.3% | 16.7% | 120.0%
90 days -18.6% | -49.2% | 17.8% | 143.6% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -5.0% | -17.5% | 15.5% | 71.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 15.4% | -5.4% | 16.9% | 34.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 15.7% | 1.8% | 15.1% | 31.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.6% | 7.6% | 14.4% | 20.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.3% | 14.0% | 15.8% | 18.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 March 28, 2014 437 days 28% Nifty 50: 12% 10215 7403 10315
July 7, 2014 Aug. 29, 2014 53 days 8% Nifty 50: 4% 14182 13064 14336
Sept. 12, 2014 Nov. 11, 2014 60 days 8% Nifty 50: 4% 14758 13633 14794
Dec. 4, 2014 Jan. 24, 2015 51 days 8% Nifty 50: 6% 15429 14184 15478
Jan. 28, 2015 July 18, 2015 171 days 10% Nifty 50: 10% 15534 14009 15564
Aug. 7, 2015 July 12, 2016 340 days 24% Nifty 50: 18% 15977 12156 16008
Oct. 25, 2016 Jan. 24, 2017 91 days 10% Nifty 50: 9% 17034 15360 17078
Aug. 1, 2017 Sept. 12, 2017 42 days 5% Nifty 50: 4% 20228 19195 20368
Sept. 12, 2017 Oct. 25, 2017 43 days 5% Nifty 50: 4% 20368 19312 20516
Jan. 8, 2018 Feb. 2, 2021 1121 days 46% Nifty 50: 26% 22927 12466 23057
March 3, 2021 May 21, 2021 79 days 8% Nifty 50: 6% 24800 22745 25110
Oct. 26, 2021 Jan. 14, 2022 80 days 10% Nifty 50: 9% 31874 28826 31962
Jan. 17, 2022 April 2, 2022 75 days 12% Nifty 50: 13% 32052 28362 32344
April 11, 2022 July 29, 2022 109 days 11% Nifty 50: 13% 32640 29094 32748
Sept. 13, 2022 Oct. 22, 2022 39 days 5% Nifty 50: 7% 35528 33708 35703
Dec. 1, 2022 May 10, 2023 160 days 6% Nifty 50: 10% 37591 35238 37607
Sept. 26, 2024 June 7, 2025 254 days 12% Nifty 50: 15% 63857 56466 64132
Feb. 18, 2026 Oct. 30, 2026 254 days 14% Nifty 50: 14% 68688 59087 64415