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Sectoral / Thematic📊 NIFTY 500 TRI

HDFC Innovation Fund · Regular · Growth

HDFC Mutual Fund

NAV

₹10.6030

as of 16 Jun 2026

Expense Ratio

1.98%

AUM

₹2,571 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+6.03%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+11.56%

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹1,121

Benchmark

₹1,089

+₹32 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹1,100

Invested

₹1,121

Value today

4.3%

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

₹102

Value today

2.6%

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

₹6,28,647

Value today

+2.4%

vs lumpsum

STP beat direct lumpsum by 2.4% — reduced timing risk paid off

Model your own STP with real NAV

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date27 Jun 2025
AMFI Code153619
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadNA

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with HDFC INNOVATION FUND - IDCW - DIRECT PLAN

Holding% NAV

Investment Objective

HDFC Innovation Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

HDFC Innovation Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹2,571 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.98%.

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