Home› Funds› HDFC FMP 2638D February 2023 - Growth Option - Dir

HDFC FMP 2638D February 2023 - Growth Option - Direct Plan

HDFC · Equity Fund
High
₹13.16
Current NAV
25 Jun 2026
15.4%
1Y Return
10.4%
3Y CAGR
16.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.54%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.14).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.64
Sharpe Ratio
1.14
Beta
2.14
Alpha
0.79
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Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹7190 Cr
Expense Ratio 0.54%
Min SIP ₹500
Min Lumpsum ₹1000
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