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Sectoral / Thematic📊 NIFTY 500 TRI

HDFC Innovation Fund · Regular · Growth

HDFC Mutual Fund

NAV

₹11.0900

as of 14 Jul 2026

Expense Ratio

1.98%

AUM

₹2,571 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+10.90%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+18.94%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

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 31 May 2026

portfolio shared with HDFC INNOVATION FUND - IDCW - REGULAR 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 1 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
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