Home› Funds› HDFC FMP 1158D July 2022 - Growth Option

HDFC FMP 1158D July 2022 - Growth Option

HDFC · Equity Fund
High
₹12.31
Current NAV
25 Sep 2025
17.3%
1Y Return
15.3%
3Y CAGR
18.3%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.13).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.33%) which can affect compounding over long horizons.
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
1.13
Sharpe Ratio
0.73
Beta
2.13
Alpha
1.28
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹9680 Cr
Expense Ratio 2.33%
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%