Plan: OPEN | Option: Dividend | Prashant Jain

31 Jul 20 | 12:00 AM

21.27 0.10 (0.49%)

  • Underperforms

    -10.56%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -14.15%

  • More Volatile

    1.61%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.28%

  • Inconsistent

    3/11

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year HDFC Balanced Advantage Fund (D), has underperformed its benchmark, Hybrid - Equity Oriented by -14.15% (CAGR difference)

-10.56%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HDFC Balanced Advantage Fund (D),is Higher than its benchmark, Hybrid - Equity Oriented by 0.28%

1.61%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 11 Months, i.e 27.27% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition