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HDFC FMP 1120D March 2019 (1) - Quarterly IDCW Option - Direct Plan

HDFC · Equity Fund
High
₹10.00
Current NAV
18 Apr 2022
13.6%
1Y Return
10.6%
3Y CAGR
14.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.26%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.16).
  • Very large asset base (AUM: ₹20,210 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.66
Sharpe Ratio
1.16
Beta
4.16
Alpha
0.83
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Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹20210 Cr
Expense Ratio 0.26%
Min SIP ₹500
Min Lumpsum ₹1000
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