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HDFC FMP 1344D October 2018 (1) - Quarterly IDCW Option

HDFC · Equity Fund
High
₹10.00
Current NAV
28 Jun 2022
-5.1%
1Y Return
-0.5%
3Y CAGR
21.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Very large asset base (AUM: ₹19,410 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.
  • 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
1.86
Sharpe Ratio
1.16
Beta
-0.64
Alpha
2.34
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹19410 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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