Plan: OPEN | Option: Growth | Shobhit Mehrotra

11 Dec 18 | 12:00 AM

43.64 0.07 (0.16%)

  • Underperforms

    -1.71%

    Return (1Y)

    underperformed Hybrid - Debt Oriented by -3.92%

  • More Volatile

    0.31%

    Standard Deviation (1Y)

    Higher than Hybrid - Debt Oriented by 0.03%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Debt Oriented

  • Value research rating

Scheme Trivia

  • HDFC Monthly Income Plan - LTP (G) fund has been the 8th best in 5Y performance in the Monthly Income Plans - Long Term category

  • HDFC Monthly Income Plan - LTP (G) fund has been given the 6th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Long Term category

  • HDFC Monthly Income Plan - LTP (G) fund has been the 6th best in the 5Y SIP performance in the Monthly Income Plans - Long Term category

Critical Parameters

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Returns

In last 1 year HDFC Hybrid Debt Fund (G), has underperformed its benchmark, Hybrid - Debt Oriented by -3.92% (CAGR difference)

-1.71%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of HDFC Hybrid Debt Fund (G),is Higher than its benchmark, Hybrid - Debt Oriented by 0.03%

0.31%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Hybrid - Debt Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 8 Stocks beating the benchmark 30 Stocks not beating the benchmark

View Stock Composition