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HDFC Liquid Fund-PREMIUM PLUS- Growth

HDFC · Liquid
Low
₹10.00
Current NAV
17 Dec 2012
-52.3%
1Y Return
-18.2%
3Y CAGR
-8.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.61).
  • Very large asset base (AUM: ₹15,660 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Liquid mandate.
Cons / Risks
  • Higher expense ratio (2.21%) 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
  • 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
0.61
Sharpe Ratio
1.41
Beta
3.61
Alpha
0.74
Sortino
Fund Details
Fund House HDFC
Category Liquid
AUM ₹15660 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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