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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Nandita Menezes

06 May 25 | 12:00 AM

14.58 -0.16 (-1.06%)

  • Underperforms

    4.73%

    Return (1Y)

    underperformed BSE 500 TRI by -1.23%

  • Less Volatile

    1.05%

    Standard Deviation (1Y)

    Lower Equity - Index by -3.29%

  • Inconsistent

    2/10

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year HDFC BSE 500 Index Fund - Regulr (G), has underperformed BSE 500 TRI by -1.23% (CAGR difference)

4.73%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.94.64.74.84.95.05.15.25.35.45.55.65.75.85.96.06.1
JavaScript chart by amCharts 3.20.9HDFC BSE 500 Index Fund - Regulr (G) BSE 500 TRI

Risk

In last 1 year , the volatility of HDFC BSE 500 Index Fund - Regulr (G) is Lower than BSE 500 TRI by -3.29%

1.05%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.5
JavaScript chart by amCharts 3.20.9HDFC BSE 500 Index Fund - Regulr (G) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 10 Months, i.e 20% of the times It underperformed its benchmark, Equity - Index

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9HDFC BSE 500 Index Fund - Regulr (G) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJan-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 158 Stocks beating the benchmark 342 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition