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HDFC Mutual Funds: Money doubled in just 5 years; check 5 schemes with 20-23% CAGR – LIST


It also offers a low-cost entry through their “Chhoti SIP” plan, allowing investment with as little as Rs 250, catering to first-time investors. Here are the top five schemes from HDFC Mutual Fund. These schemes have more than doubled investors’ money over the past five years.

Read more: Rs 400 daily SIP vs Rs 12000 monthly SIP: Which can generate a higher corpus? See calculations

HDFC Infrastructure Fund

HDFC Infrastructure Fund has delivered an average annual return of 23.36 per cent over the past five years. The fund’s NAV as of April 7, 2026, is Rs 48.45. Its assets under management are Rs 2,417.41 crore. Its expense ratio is 1.19 per cent. This fund has grown from Rs 1 lakh to Rs 2,84,981 in five years. A Rs 5,000 SIP has generated a corpus of Rs 5,34,541 in five years.

  • Benchmark: BSE India Infrastructure TRI
  • Minimum investment: Rs 100
  • Minimum SIP: Rs 100
  • Standard Deviation: 17.63%
  • Sharpe Ratio: 0.94
  • Beta: 0.63

HDFC Focused 30 Fund

HDFC Focused 30 Fund has delivered an average annual return of 20.75 per cent over the past five years. The fund’s NAV as of April 7, 2026, is Rs 245.94. Its assets under management are Rs 27,136.20 crore. Its expense ratio is 0.65 per cent. This scheme has grown from a Rs 1 lakh fund to Rs 2,56,175 in five years. A Rs 5,000 SIP has generated a corpus of Rs 5,01,979 in five years.

  • Benchmark: Nifty 500 Tri
  • Minimum investment: Rs 100
  • Minimum SIP: Rs 100
  • Standard Deviation: 12.45%
  • Sharpe Ratio: 0.91
  • Beta: 0.82

HDFC Mid Cap Opportunities Fund

HDFC Mid Cap Opportunities Fund has delivered an average annual return of 20.73 per cent over the past five years. The fund’s NAV as of April 7, 2026, is Rs 205.14. The fund’s assets under management are Rs 94,256.90 crore. The fund’s expense ratio is 0.77 per cent. This fund has grown Rs 1 lakh to Rs 2,56,175 in five years. A Rs 5,000 SIP has generated a corpus of Rs 5,01,979 in five years.

  • 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 Flexi Cap Fund

HDFC Flexi Cap Fund has delivered an average annual return of 19.31 per cent over the past five years. The fund’s NAV as of April 7, 2026, is Rs 2,066.24. The fund’s assets under management are Rs 100,455.32 crore. Its expense ratio is 0.68 per cent. This fund has grown Rs 1 lakh to Rs 241,659 in five years. A Rs 5,000 SIP has generated a corpus of Rs 485,188 in five years.

  • Benchmark: Nifty 500 Tri
  • Minimum investment: Rs 100
  • Minimum SIP: Rs 100
  • Standard Deviation: 12.75%
  • Sharpe Ratio: 0.91
  • Beta: 0.84

HDFC Small Cap Fund

HDFC Small Cap Fund has been delivering an average annual return of 19.06 per cent over the past five years. The fund’s NAV as of April 7, 2026, is Rs 141.69. Its assets under management are Rs 37,423.94 crore. Its expense ratio is 0.80 per cent. This fund has grown Rs 1 lakh to Rs 239,640 in five years. A Rs 5,000 SIP has generated a corpus of Rs 482,830 in five years.

Benchmark: BSE 250 SmallCap TRI
Minimum investment: Rs 100
Minimum SIP: Rs 100
Standard Deviation: 17.44%
Sharpe Ratio: 0.55
Beta: 0.83

Also read:Top 3 mid cap funds with high returns: Over 25% CAGR in 3 years, 23% CAGR in 5 years & 21% CAGR in 7 years – LIST inside

(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.)

Read more news like this on www.etnownews.com



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