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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Anand Laddha

31 Mar 25 | 12:00 AM

15.40 -0.00 (-0.01%)

  • Underperforms

    11.05%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -9.62%

  • Less Volatile

    1.07%

    Standard Deviation (1Y)

    Lower Equity - Banking by -0.06%

  • Not so consistent

    4/11

    Months

    Has beaten Equity - Banking

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0314.3514.4014.4514.50
JavaScript chart by amCharts 3.20.9HDFC Banking & Financial Services Fund (G)

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 Banking & Financial Services Fund (G), has underperformed Nifty Financial Services TRI by -9.62% (CAGR difference)

11.05%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9101112131415161718192021
JavaScript chart by amCharts 3.20.9HDFC Banking & Financial Services Fund (G) Nifty Financial Services TRI

Risk

In last 1 year , the volatility of HDFC Banking & Financial Services Fund (G) is Lower than Nifty Financial Services TRI by -0.06%

1.07%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.0651.0701.0751.0801.0851.0901.0951.1001.1051.1101.1151.1201.125
JavaScript chart by amCharts 3.20.9HDFC Banking & Financial Services Fund (G) Nifty Financial Services TRI

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 11 Months, i.e 36.36% of the times It beaten its benchmark, Equity - Banking

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-5051015
JavaScript chart by amCharts 3.20.9HDFC Banking & Financial Services Fund (G) Nifty Financial Services TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-202
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, 18 Stocks beating the benchmark 14 Stocks not beating the benchmark

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

View Stock Composition