EquityDividend Yield FundDirect · Growth
HDFC Dividend Yield Fund - Growth Option Direct Plan
HDFC · Scheme 148609
₹27.07▼ 0.36%NAV · 2026-09-18
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
13.6%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
Strong · 70/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Strong long-term record — 15.4% CAGR over 5 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 20%.
- ✓3Y CAGR: +13.6%
- ✓5Y CAGR: +15.4%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •3Y CAGR vs category: -1.5% vs category avg
- •1Y return: +2.9%
FundScore breakdown
70/100 · Strong
Returns
Average
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Excellent
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.