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Fund of Funds (Overseas)📊 MSCI World Index Net TRI

HDFC Developed World Overseas Equity Passive FoF · Regular · Growth

HDFC Mutual Fund

#27 of 52 (1Y)

NAV

₹20.9650

as of 16 Jun 2026

Expense Ratio

0.63%

AUM

₹1,507 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+36.64%
3Y
+24.67%
5Y
Since Inception
+17.04%

SIP returns (XIRR)

1Y
+35.33%
3Y
+27.90%
5Y
Since Inception
+23.47%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹5,600

Invested

₹9,400

Value today

22.9%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹205

Value today

16.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,59,537

Value today

+2.3%

vs lumpsum

STP beat direct lumpsum by 2.3% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

1.44

Sharpe Ratio

Alpha

Beta

1.37

Sortino

14.33%

Std Dev

-18.16%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:MSCI World Index Net TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkMSCI World Index Net TRI
Launch Date17 Sept 2021
AMFI Code149181
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadExit Load of 1.00% is payable if Units are redeemed or switched out within 30 days from the date of allotment of units & No Exit Load is payable if Units are redeemed or switched out after 30 days from the date of allotment

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

HDFC Developed World Overseas Equity Passive FoF · Regular · Growth by HDFC Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

HDFC Developed World Overseas Equity Passive FoF · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹1,507 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against MSCI World Index Net TRI. The current expense ratio is 0.63%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations