HDFC MUTUAL FUNDS: 5 SCHEMES DELIVERED OVER 15% CAGR IN 10 YEARS, TURNED RS 10,000 MONTHLY SIP INTO UP TO RS 35 LAKH - LIST
HDFC Mutual Funds: If you had invested Rs 10,000 monthly SIP a decade ago, a total investment of Rs 12 lakh, and stayed invested, your mutual fund investment could have grown up to approximately three times by now. Credit goes to compounding. The longer you stay invested, the better the result you can expect. Here are some of the HDFC Mutual Fund schemes that delivered over 15 per cent annualised returns in the past 10 years.
HDFC Mid Cap Fund
HDFC Mid Cap Fund had generated a CAGR of 18.82 per cent in past ten years. Its NAV is Rs 218.4230 (As of 15-May-2026). Over the past ten years, this fund has grown Rs 10,000 monthly SIP (Rs 12 lakh total investment) into an estimated total corpus of Rs 35 lakh.
- Launch date: 01-Jan-2013
- Total Assets: Rs 94,745 crore (As on 30-Apr-2026)
- Expense Ratio: 0.80%
- Benchmark: Nifty Midcap 150 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 15.60%
- Sharpe Ratio: 1.01
- Beta: 0.88
HDFC Small Cap Fund
HDFC Small Cap Fund had generated 18.63 per cent CAGR over the past ten years. Its NAV is Rs 151.1800 (As of 15-May-2026). Over the past ten years, this fund has grown a Rs 10,000 monthly SIP into approximately Rs 35,00,517.
- Launch date: 01-Jan-2013
- Total Assets: Rs 38,168 crore (As on 30-Apr-2026)
- Expense Ratio: 0.85%
- Benchmark: BSE 250 SmallCap TRI
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 17.44%
- Sharpe Ratio: 0.55
- Beta: 0.83
HDFC Flexi Cap Fund
HDFC Flexi Cap Fund generated 17.09 per cent CAGR over the past ten years. Its NAV is Rs 2,128.2730 (As of 15-May-2026). Over the past ten years, this has grown Rs 10,000 monthly SIP to approximately Rs 31,74,297.
- Launch date: 01-Jan-2013
- Total Assets: Rs 1,00,479 crore (As on 30-Apr-2026)
- Expense Ratio: 0.67%
- Benchmark: Nifty 500 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 12.75%
- Sharpe Ratio: 0.91
- Beta: 0.84
HDFC Retirement Savings Fund
HDFC Retirement Savings Fund had generated 16.72% CAGR in the past ten years. Its NAV is Rs 53.9180 (As of 15-May-2026). Over the past ten years, this fund has grown Rs 10,000 monthly SIP to approximately Rs 31,01,271.
- Launch date: 01-Jan-2013
- Total Assets: Rs 6,733 crore (As on 30-Apr-2026)
- Expense Ratio: 0.88%
- Benchmark: Nifty 500 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 13.23%
- Sharpe Ratio: 0.59
- Beta: 0.89
HDFC Focused Fund
HDFC Focused Fund had generated a 15.75 per cent CAGR in the past ten years. Its NAV is Rs 253.2520 (As of 15-May-2026). Over the past ten years, this fund has grown Rs 10,000 monthly SIP to approximately 29,18,955.
- Launch date: 01-Jan-2013
- Total Assets: Rs 26,182 crore (As on 30-Apr-2026)
- Expense Ratio: 0.68%
- Benchmark: Nifty 500 Tri
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 12.45%
- Sharpe Ratio: 0.91
- Beta: 0.82
Also read: Rs 800 daily SIP vs Rs 24000 monthly SIP: Which can generate higher corpus? See calculations
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
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2026-05-18T07:42:41Z
