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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

#24 of 51 (1Y)

NAV

₹20.9360

as of 30 Jul 2026

Expense Ratio

0.63%

AUM

₹1,633 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+28.73%
3Y
+22.89%
5Y
Since Inception
+16.59%

SIP returns (XIRR)

1Y
+27.26%
3Y
+25.94%
5Y
Since Inception
+22.40%

What history actually did — last 4 years (Aug 2022 – Jul 2026)

A ₹5,000 monthly SIP for the last 4 years (Aug 2022 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹3,76,607 today ₹2,35,000 invested, 24.9% XIRR.

₹2,35,000

Invested

₹3,76,607

Value today

24.9%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 4 years (Aug 2022 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 4 years ago would be ₹2,19,870 today (21.8% CAGR).

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 4 years (Aug 2022 – Jul 2026) (3 Jun 2024) would be ₹1,62,295 today (1.62×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

1.25

Sharpe Ratio

Alpha

Beta

1.20

Sortino

14.37%

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

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 ₹1,633 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
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