Home› Funds› HDFC FMP 1118D March 2019 (1) - Growth Option - Di

HDFC FMP 1118D March 2019 (1) - Growth Option - Direct Plan

HDFC · Equity Fund
High
₹12.45
Current NAV
18 Apr 2022
25.3%
1Y Return
16.3%
3Y CAGR
15.3%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.23%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.23).
  • Very large asset base (AUM: ₹13,780 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: High Risk
Low Moderate High Very High
Risk Metrics
1.23
Sharpe Ratio
1.13
Beta
1.73
Alpha
1.51
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹13780 Cr
Expense Ratio 0.23%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Equity Fund
ICICI Prudential Floating Interest Fund - Daily IDCW
ICICI Prudential
₹100.88 31.9%
Franklin India Money Market Fund Retail Option - Monthly - IDCW
Franklin India Money Market
₹10.46 31.9%
PGIM India Money Market Fund - Segregated Portfolio 1 - Regular plan - Growth option
PGIM India
₹0.00 31.9%
Axis Momentum Fund - Direct Plan - Growth Option
Axis
₹8.93 31.9%