Home› Funds› HDFC FMP 1196D December 2018 (1) - Growth Option

HDFC FMP 1196D December 2018 (1) - Growth Option

HDFC · Equity Fund
High
₹12.76
Current NAV
12 Apr 2022
4.1%
1Y Return
7.4%
3Y CAGR
11.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Very large asset base (AUM: ₹16,390 Cr) indicating high investor trust and liquidity.
  • 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 (2.14%) which can affect compounding over long horizons.
  • 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
1.84
Sharpe Ratio
0.54
Beta
-1.66
Alpha
2.28
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹16390 Cr
Expense Ratio 2.14%
Min SIP ₹500
Min Lumpsum ₹1000
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