OmniAssetMutual funds › HDFC INNOVATION FUND

HDFC INNOVATION FUND

Sectoral / Thematic fund benchmarked to Nifty 500 (TRI). Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202611.889
CategorySectoral / Thematic
PlanRegular · Idcw
Launched27 Jun 2025
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty 500 (TRI)
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.09%
AUM₹9.85 Cr
Growth of ₹10,000₹11,87617 Jul 2025 to 2 Sep 2026
₹11,961₹11,261₹10,561₹9,861₹9,162Jul 2025Oct 2025Feb 2026May 2026Sep 2026
₹11,876 (+16.5% a year) HDFC INNOVATION FUND
Growth of ₹10,000 — every plotted observation
PointHDFC INNOVATION FUND
17 Jul 2025₹10,000
21 Jul 2025₹10,040
28 Jul 2025₹9,991
4 Aug 2025₹9,918
11 Aug 2025₹9,817
18 Aug 2025₹10,030
25 Aug 2025₹10,150
1 Sep 2025₹9,993
8 Sep 2025₹10,133
15 Sep 2025₹10,277
22 Sep 2025₹10,412
30 Sep 2025₹10,014
6 Oct 2025₹10,206
13 Oct 2025₹10,292
20 Oct 2025₹10,401
27 Oct 2025₹10,421
3 Nov 2025₹10,476
10 Nov 2025₹10,373
17 Nov 2025₹10,493
24 Nov 2025₹10,269
1 Dec 2025₹10,424
8 Dec 2025₹10,127
15 Dec 2025₹10,281
22 Dec 2025₹10,325
29 Dec 2025₹10,174
5 Jan 2026₹10,245
12 Jan 2026₹10,081
19 Jan 2026₹10,011
27 Jan 2026₹9,619
2 Feb 2026₹9,747
9 Feb 2026₹10,094
16 Feb 2026₹10,045
23 Feb 2026₹9,958
2 Mar 2026₹9,695
9 Mar 2026₹9,535
16 Mar 2026₹9,323
23 Mar 2026₹9,180
30 Mar 2026₹9,162
6 Apr 2026₹9,339
13 Apr 2026₹9,733
20 Apr 2026₹10,132
27 Apr 2026₹10,224
4 May 2026₹10,282
11 May 2026₹10,353
18 May 2026₹10,141
25 May 2026₹10,424
1 Jun 2026₹10,370
8 Jun 2026₹10,276
15 Jun 2026₹10,527
22 Jun 2026₹10,838
29 Jun 2026₹10,715
6 Jul 2026₹10,981
13 Jul 2026₹11,084
20 Jul 2026₹11,204
27 Jul 2026₹11,239
3 Aug 2026₹11,638
10 Aug 2026₹11,712
17 Aug 2026₹11,802
24 Aug 2026₹11,877
31 Aug 2026₹11,961
2 Sep 2026₹11,876

Performance (trailing, annualised)

1Y annualised18.88%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,39,10430.66%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Risk

Volatility (3Y)14.04%
Downside deviation (3Y)9.82%
Maximum drawdown-12.75%

Management

Fund managerMr.Amit Sinha, Mr.Dhruv Muchhal
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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