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HDFC FMP 1232D NOVEMBER 2018 (1) - Quarterly IDCW Option

HDFC · Equity Fund
High
₹10.00
Current NAV
12 Apr 2022
-3.9%
1Y Return
-0.7%
3Y CAGR
14.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • 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 (2.19%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
  • Smaller AUM (₹140 Cr) which might lead to higher tracking errors or expense adjustments.
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
1.09
Sharpe Ratio
0.99
Beta
-2.41
Alpha
1.52
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹140 Cr
Expense Ratio 2.19%
Min SIP ₹500
Min Lumpsum ₹1000
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