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My Portfolio:
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HDFC Flexi Cap Fund - (G) Equity - Diversified

Plan: OPEN | Option: Growth | Roshi Jain

02 May 25 | 12:00 AM

1,916.27 -4.67 (-0.24%)

  • Outperforms

    15.48%

    Return (1Y)

    beaten Nifty 500 TRI by 10.08%

  • Less Volatile

    0.83%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.33%

  • Consistent

    9/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVJul 04Aug 04Sep 04Nov 04
JavaScript chart by amCharts 3.20.9HDFC Flexi Cap Fund - (G)

Scheme Trivia

  • HDFC Equity Fund - (G) fund has been the 2nd best in 5Y performance in the Equity - Diversified category

  • HDFC Equity Fund - (G) fund has been the 4th best in the 5Y SIP performance in the Equity - Diversified category

  • HDFC Equity Fund - (G) fund has been the 2nd best in 5Y performance in the Equity - Diversified category

  • HDFC Equity Fund - (G) fund has been given the 4th best Risk adjusted performance for the past 5Y in the Equity - Diversified category

  • HDFC Equity Fund - (G) fund has been the 4th best in the 5Y SIP performance in the Equity - Diversified category

  • HDFC Equity Fund - (G) fund has been the 2nd best in 5Y performance in the Equity - Diversified category

  • HDFC Equity Fund - (G) fund has been the 4th best in the 5Y SIP performance in the Equity - Diversified category

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 Flexi Cap Fund - (G), has beaten Nifty 500 TRI by 10.08% (CAGR difference)

15.48%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.94567891011121314151617
JavaScript chart by amCharts 3.20.9HDFC Flexi Cap Fund - (G) Nifty 500 TRI

Risk

In last 1 year , the volatility of HDFC Flexi Cap Fund - (G) is Lower than Nifty 500 TRI by -0.33%

0.83%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.800.850.900.951.001.051.101.151.20
JavaScript chart by amCharts 3.20.9HDFC Flexi Cap Fund - (G) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9HDFC Flexi Cap Fund - (G) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-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, 22 Stocks beating the benchmark 35 Stocks not beating the benchmark

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

View Stock Composition