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HDFC FMP 3360D March 2014 (1) - Flexi Option

HDFC · Equity Fund
High
₹18.43
Current NAV
06 Jun 2023
5.6%
1Y Return
4.5%
3Y CAGR
7.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.04).
  • 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 (1.84%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.54
Sharpe Ratio
1.04
Beta
2.04
Alpha
0.62
Sortino
Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹7590 Cr
Expense Ratio 1.84%
Min SIP ₹500
Min Lumpsum ₹1000
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