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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Anand Laddha

31 Mar 25 | 12:00 AM

31.23 -0.00 (-0.01%)

  • Outperforms

    9.13%

    Return (1Y)

    beaten Nifty 500 TRI by 2.75%

  • Less Volatile

    0.94%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.16%

  • Consistent

    9/11

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0329.229.429.629.830.0
JavaScript chart by amCharts 3.20.9HDFC Value 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 Value Fund - Regular (IDCW), has beaten Nifty 500 TRI by 2.76% (CAGR difference)

9.13%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.96.26.46.66.87.07.27.47.67.88.08.28.48.68.89.09.29.4
JavaScript chart by amCharts 3.20.9HDFC Value Fund - Regular (IDCW) Nifty 500 TRI

Risk

In last 1 year , the volatility of HDFC Value Fund - Regular (IDCW) is Lower than Nifty 500 TRI by -0.16%

0.94%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.920.940.960.981.001.021.041.061.081.101.12
JavaScript chart by amCharts 3.20.9HDFC Value Fund - Regular (IDCW) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 11 Months, i.e 81.82% 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 Value Fund - Regular (IDCW) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-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, 33 Stocks beating the benchmark 42 Stocks not beating the benchmark

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

View Stock Composition