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HDFC FMP 3360D March 2014 (1) - Quarterly IDCW Option - Direct Plan

HDFC · Equity Fund
High
₹10.00
Current NAV
06 Jun 2023
29.7%
1Y Return
12.7%
3Y CAGR
19.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.17%.
  • Very large asset base (AUM: ₹22,920 Cr) indicating high investor trust and liquidity.
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
0.87
Sharpe Ratio
0.77
Beta
-0.63
Alpha
1.02
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Fund Details
Fund House HDFC
Category Equity Fund
AUM ₹22920 Cr
Expense Ratio 0.17%
Min SIP ₹500
Min Lumpsum ₹1000
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