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Sectoral / Thematic📊 NIFTY MNC TRI

HDFC MNC Fund · Regular · Growth

HDFC Mutual Fund

#111 of 213 (1Y)

NAV

₹13.4530

as of 17 Jun 2026

Expense Ratio

2.45%

AUM

₹537 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+3.69%
3Y
+6.66%
5Y
Since Inception
+9.48%

SIP returns (XIRR)

1Y
+3.29%
3Y
+3.00%
5Y
Since Inception
+4.01%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹3,900

Invested

₹3,986

Value today

1.4%

XIRR (p.a.)

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

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100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹130

Value today

8.3%

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

₹7,20,664

Value today

-7.3%

vs lumpsum

Direct lumpsum would have beaten STP by 7.3% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.42

Sharpe Ratio

-0.05

Alpha

0.47

Beta

-0.39

Sortino

13.91%

Std Dev

-16.39%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY MNC TRI ✓
Launch Date17 Feb 2023
AMFI Code151457
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadExit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

HDFC MNC 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 MNC Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹537 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MNC TRI. The current expense ratio is 2.45%.

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