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HDFC Liquid Fund-Premium Plan - Dividend-Weekly

HDFC · Liquid
Low
₹10.00
Current NAV
14 Apr 2015
6.1%
1Y Return
6.6%
3Y CAGR
6.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.16).
  • Very large asset base (AUM: ₹14,210 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Liquid mandate.
Cons / Risks
  • Higher expense ratio (2.36%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Conservative investors seeking capital safety, high liquidity, or parking surplus cash.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Aggressive investors expecting index-beating returns or high inflation-beating growth.
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.16
Sharpe Ratio
0.76
Beta
2.16
Alpha
1.35
Sortino
Fund Details
Fund House HDFC
Category Liquid
AUM ₹14210 Cr
Expense Ratio 2.36%
Min SIP ₹500
Min Lumpsum ₹1000
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