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

HDFC · Equity Fund
High
₹10.00
Current NAV
28 Jun 2022
23.4%
1Y Return
16.4%
3Y CAGR
13.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.24
Sharpe Ratio
1.14
Beta
1.74
Alpha
1.54
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Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹1290 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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