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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Nandita Menezes

25 Jun 25 | 12:00 AM

238.66 1.89 (0.80%)

  • Underperforms

    7.08%

    Return (1Y)

    underperformed Nifty 50 TRI by -0.46%

  • Less Volatile

    0.85%

    Standard Deviation (1Y)

    Lower Equity - Index by -0.04%

  • Inconsistent

    2/12

    Months

    Has underperformed Equity - Index

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9HDFC Nifty 50 Index Fund - Regular

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 Nifty 50 Index Fund - Regular, has underperformed Nifty 50 TRI by -0.46% (CAGR difference)

7.08%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.97.057.107.157.207.257.307.357.407.457.507.55
JavaScript chart by amCharts 3.20.9HDFC Nifty 50 Index Fund - Regular Nifty 50 TRI

Risk

In last 1 year , the volatility of HDFC Nifty 50 Index Fund - Regular is Lower than Nifty 50 TRI by -0.04%

0.85%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.8450.8500.8550.8600.8650.8700.8750.8800.8850.8900.895
JavaScript chart by amCharts 3.20.9HDFC Nifty 50 Index Fund - Regular Nifty 50 TRI

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% 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 ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9HDFC Nifty 50 Index Fund - Regular Nifty 50 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.50.00.51.01.5
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, 24 Stocks beating the benchmark 26 Stocks not beating the benchmark

View Stock Composition