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HDFC Developed World Overseas Equity Passive FOF - Direct Plan - Growth Option

HDFC · Sectoral
Very High
₹21.05
Current NAV
24 Jun 2026
27.8%
1Y Return
24.8%
3Y CAGR
26.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.18%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.78).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.28).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.78
Sharpe Ratio
0.48
Beta
2.28
Alpha
2.10
Sortino
Fund Details
Fund House HDFC
Category Sectoral
AUM ₹6830 Cr
Expense Ratio 0.18%
Min SIP ₹500
Min Lumpsum ₹1000
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