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HDFC Diversified Equity All Cap Active FOF - IDCW - Regular Plan

HDFC · Sectoral
Very High
₹9.57
Current NAV
30 Oct 2026
-7.5%
1Y Return
22.3%
3Y CAGR
24.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.53).
  • Very large asset base (AUM: ₹15,580 Cr) indicating high investor trust and liquidity.
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
1.53
Sharpe Ratio
1.43
Beta
-1.97
Alpha
1.88
Sortino
Fund Details
Fund House HDFC
Category Sectoral
AUM ₹15580 Cr
Expense Ratio 1.03%
Min SIP ₹500
Min Lumpsum ₹1000
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