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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Rahul Baijal

09 May 25 | 12:00 AM

13.58 -0.08 (-0.61%)

  • Underperforms

    5.66%

    Return (1Y)

    underperformed Nifty 500 TRI by -1.92%

  • Less Volatile

    0.98%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.18%

  • Consistent

    8/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9HDFC Business Cycle Fund - Regular (IDCW)

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 Business Cycle Fund - Regular (IDCW), has underperformed Nifty 500 TRI by -1.92% (CAGR difference)

5.66%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.95.45.65.86.06.26.46.66.87.07.27.47.67.8
JavaScript chart by amCharts 3.20.9HDFC Business Cycle Fund - Regular (IDCW) Nifty 500 TRI

Risk

In last 1 year , the volatility of HDFC Business Cycle Fund - Regular (IDCW) is Lower than Nifty 500 TRI by -0.18%

0.98%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.960.981.001.021.041.061.081.101.121.141.161.18
JavaScript chart by amCharts 3.20.9HDFC Business Cycle Fund - Regular (IDCW) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It beaten its benchmark, Equity - Diversified

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-10010
JavaScript chart by amCharts 3.20.9HDFC Business Cycle Fund - Regular (IDCW) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-2024
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, 19 Stocks beating the benchmark 40 Stocks not beating the benchmark

View Stock Composition