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EquitySectoral/ ThematicDirect · Growth

HDFC INNOVATION FUND - DIRECT PLAN - GROWTH OPTION

HDFC · Scheme 153620

11.76 0.31%NAV · 2026-08-05
84
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+6.23%
3 Months+12.97%
6 Months+16.69%
1 Year+18.41%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+16.64%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns100
Consistency50
Risk-adjusted59
Downside protection87
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return: +18.4%
  • 1Y return vs category: +10.0% vs category avg
  • Alpha vs benchmark: +16.5%
  • Volatility: 14% annualised
  • Max drawdown: -12%

Risk metrics

Sharpe ratio
0.72
Sortino ratio
1.03
Volatility
14.45%
Max drawdown
-12.30%
Downside capture
81.60%

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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