HDFC Mutual Fund's Top-Performing Schemes Yield Up to 29% CAGR

Strategic Insights -

In the past three years, several HDFC Mutual Fund schemes have shown remarkable performance, with 5 of its top funds delivering returns ranging from 23% to 28.90% Compounded Annual Growth Rate (CAGR). Among these, HDFC Infrastructure Fund has emerged as a standout performer, returning 28.90% in the last three years. Other top HDFC schemes that have consistently outperformed their benchmarks and category averages include HDFC Mid Cap Fund, HDFC Small Cap Fund, HDFC Focused Fund, and HDFC Flexi Cap Fund.

Key Takeaways:

  • HDFC Infrastructure Fund has delivered a 3-year return of 28.90%, beating its benchmark BSE India Infrastructure TRI by 1.73% and outperforming the sectoral-infrastructure fund category average by 4.30%.
  • HDFC Infrastructure Fund has given an absolute return of 114.34% in the last three years, turning a lump sum investment of Rs 1 lakh into Rs 2.14 lakh.
  • HDFC Mid Cap Fund has delivered a 3-year return of 26.11%, outperforming its benchmark NIFTY Midcap 150 TRI by 3.75% and the mid-cap fund category average by 4.72%.
  • HDFC Mid Cap Fund has given an absolute return of 100.69% in the last three years, turning a lump sum investment of Rs 1 lakh into Rs 2 lakh.
  • HDFC Small Cap Fund has delivered a 3-year return of 24.34%, outperforming its benchmark BSE 250 SmallCap TRI by 2.58% and the small-cap fund category average by 2.59%.
  • HDFC Small Cap Fund has given an absolute return of 92.34% in the last three years, turning a lump sum investment of Rs 1 lakh into Rs 1.92 lakh.
  • HDFC Focused Fund has delivered a 3-year return of 23.94%, significantly outperforming its benchmark NIFTY 500 TRI by 8.58% and the flexi-cap category average by 6.85%.
  • HDFC Focused Fund has given an absolute return of 90.50% in the last three years, turning a lump sum investment of Rs 1 lakh into Rs 1.90 lakh.
  • HDFC Flexi Cap Fund has delivered a 3-year return of 23.09%, well ahead of its benchmark NIFTY 500 TRI by 7.73% and the flexi-cap category average by 6.00%.
  • HDFC Flexi Cap Fund has given an absolute return of 86.60% in the last three years, turning a lump sum investment of Rs 1 lakh into Rs 1.86 lakh.

Statistics:

  • HDFC Infrastructure Fund's 3-year return: 28.90%
  • HDFC Mid Cap Fund's 3-year return: 26.11%
  • HDFC Small Cap Fund's 3-year return: 24.34%
  • HDFC Focused Fund's 3-year return: 23.94%
  • HDFC Flexi Cap Fund's 3-year return: 23.09%
  • HDFC Infrastructure Fund's absolute return: 114.34%
  • HDFC Mid Cap Fund's absolute return: 100.69%
  • HDFC Small Cap Fund's absolute return: 92.34%
  • HDFC Focused Fund's absolute return: 90.50%
  • HDFC Flexi Cap Fund's absolute return: 86.60%
  • HDFC Infrastructure Fund's benchmark return: 27.17%
  • HDFC Mid Cap Fund's benchmark return: 22.36%
  • HDFC Small Cap Fund's benchmark return: 21.76%
  • HDFC Focused Fund's benchmark return: 15.36%
  • HDFC Flexi Cap Fund's benchmark return: 15.36%

Sources:

  • HDFC Mutual Fund website
  • Value Research article