HDFC Consumption Fund - Growth Option - Direct Plan
HDFC Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
980 cr
TER direct / regular
1.29% / 2.39%
CAGR (full)
13.3%
Sharpe (full)
0.49
Sharpe (bull ≤Sep-24)
3.08
Sharpe (sideways Oct-24→)
-0.50
Max drawdown
-21.9%
Months of data
37
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24*
19.4%
-3.4%
1.90
8
FY25
11.5%
4.4%
0.34
12
FY26
-7.2%
-6.1%
-0.88
12
FY27*
19.1%
0.7%
2.43
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2023
+2.2
+2.9
-1.5
+8.0
+4.8
+17.2
2024
+0.4
+3.3
-1.7
+6.3
-0.8
+5.9
+6.5
+6.0
+5.1
-8.4
-0.2
+0.6
+24.2
2025
-5.4
-8.0
+5.2
+4.6
+1.2
+3.0
+1.1
+2.5
-1.7
+1.6
-1.3
-1.4
+0.5
2026
-4.5
-0.7
-11.0
+10.7
-1.0
+2.0
+4.7
+1.6
+0.6
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard