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EquitySectoral/ ThematicDirect · Growth

HDFC Infrastructure Fund - Growth Option - Direct Plan

HDFC · Scheme 118979

52.63 0.30%NAV · 2026-09-18
44
Weak FundScore
Start SIP
AUM
₹2,375 cr
Expense ratio
1.35%
3Y CAGR
17.0%
Risk level
Very High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Srinivas Rao RavuriExit load: Exit load of 1%, if redeemed within 30 days.
Below average · 44/100

Lags peers on our factors — weigh the risks carefully.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 21.0% CAGR over 5 years.
  • Compounding well recently — 17.0% CAGR over 3 years.
  • 3Y CAGR: +17.0%
  • 5Y CAGR: +21.0%
  • Alpha vs benchmark: +10.8%

📉 What could drag it down

  • Returns have been uneven across periods — less predictable than peers.
  • Weak risk-adjusted returns (Sharpe 0.35) — took on risk without enough payoff.
  • Can fall sharply — dropped 63% in its worst stretch. Stomach needed.
  • High volatility (21% a year) — expect big swings up and down.
  • Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • 10Y CAGR vs category: -2.3% vs category avg

FundScore breakdown

44/100 · Weak
How it works →
62
Returns
Decent
25
Consistency
Weak
37
Risk-adjusted
Weak
29
Downside protection
Weak
63
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.