Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

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4 funds

ordered by size · names starting with H

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
HDFC Children's Fund HDFC Asset Management Company Limited	Children's	₹289.57 21 Sep 2026	−1.4%	8.1%	₹10,676 Cr	1.04% Regular 1.82%	beat peers in 84% of 3-yr windows109 windows
HDFC Retirement Fund - Equity Plan HDFC Asset Management Company Limited	Retirement	₹54.79 21 Sep 2026	−5.3%	9.4%	₹7,026 Cr	0.92% Regular 1.87%	beat peers in 85% of 3-yr windows92 windows
HDFC Retirement Fund - Hybrid-Equity Plan HDFC Asset Management Company Limited	Retirement	₹41.99 21 Sep 2026	−5.0%	7.4%	₹1,622 Cr	1.11% Regular 2.13%	beat peers in 88% of 3-yr windows92 windows
HDFC Retirement Fund - Hybrid-Debt Plan HDFC Asset Management Company Limited	Retirement	₹24.72 21 Sep 2026	1.1%	6.7%	₹148 Cr	1.35% Regular 2.33%	beat peers in 10% of 3-yr windows92 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.