HDFC Mutual Funds: If you had invested Rs 1 lakh a decade ago (10 years ago), and stayed invested, your mutual fund investment could have grown up to six times by now.
Credit goes to compounding. The longer you stay invested, the better the result you can expect. Here are some of the schemes of HDFC mutual fund that delivered over 15 per cent annualised returns in past 10 years.
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HDFC Mid Cap Fund
HDFC Mid Cap Fund had generated an average annual return of 19.07 per cent over the past ten years. Its NAV is Rs 220.2170 (As of 28-Apr-2026). Over the past ten years, this fund has grown an investment of Rs 1 lakh to approximately Rs 5.69 lakh.
- Total Assets: Rs 85,358 crore
- Expense Ratio: 0.77%
- Benchmark: Nifty Midcap 150 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 15.60%
- Sharpe Ratio: 1.01
- Beta: 0.88
HDFC Small Cap Fund
HDFC Small Cap Fund generated an average annual return of 18.82 per cent over the past ten years. Its NAV is Rs 151.6360 (As of 28-Apr-2026). Over the past ten years, this fund has grown an investment of Rs 1 lakh to approximately Rs 5.59 lakh.
- Total Assets: Rs 33,724 crore
- Expense Ratio: 0.80%
- Benchmark: BSE 250 SmallCap TRI
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 17.44%
- Sharpe Ratio: 0.55
- Beta: 0.83
HDFC Flexi Cap Fund
HDFC Flexi Cap Fund generated an average annual return of 17.09 per cent over the past ten years. Its NAV is Rs 2,146.7150 (As of 28-Apr-2026). Over the past ten years, this fund has grown an investment of Rs 1 lakh to approximately Rs 4.84 lakh.
- Total Assets: Rs 91,335 crore
- Expense Ratio: 0.68%
- Benchmark: Nifty 500 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 12.75%
- Sharpe Ratio: 0.91
- Beta: 0.84
HDFC Retirement Savings Fund
HDFC Retirement Savings Fund has generated an average annual return of 16.98% over the past ten years. Its NAV is Rs 55.19 (As of 28-Apr-2026). Over the past ten years, this fund has grown an investment of Rs 1 lakh to approximately Rs 4.80 lakh.
- Total Assets: Rs 6,236 crore
- Expense Ratio: 0.80%
- Benchmark: Nifty 500 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 13.23%
- Sharpe Ratio: 0.59
- Beta: 0.89
HDFC Focused Fund
HDFC Focused Fund has generated an average annual return of 15.83 per cent over the past ten years. Its NAV is Rs 258.46 (As of 28-Apr-2026). Over the past ten years, this fund has grown an investment of Rs 1 lakh to approximately Rs 4.33 lakh.
- Total Assets: Rs 24,170 crore
- Expense Ratio: 0.65%
- Benchmark: Nifty 500 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 12.45%
- Sharpe Ratio: 0.91
- Beta: 0.82
(Source: Fund fact sheet)
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(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
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