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HDFC FMP 1170D February 2017 (1) - Direct Option - Dividend Option

HDFC · Equity Fund
High
₹10.00
Current NAV
13 May 2020
-15.5%
1Y Return
-0.7%
3Y CAGR
11.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.59%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.89).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.89
Sharpe Ratio
0.89
Beta
-0.11
Alpha
2.44
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹4940 Cr
Expense Ratio 0.59%
Min SIP ₹500
Min Lumpsum ₹1000
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