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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Nandita Menezes

26 Jun 25 | 12:00 AM

9.97 0.07 (0.75%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed by -6.46%

  • More Volatile

    1.04%

    Standard Deviation (1Y)

    Higher than by 0.19%

  • Not so consistent

    6/11

    Months

    Has beaten

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9HDFC Nifty500 Multicap 50:25:25 Index Fund-Reg (G)

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 Nifty500 Multicap 50:25:25 Index Fund-Reg (G), has Underperformed its benchmark, by -6.46% (CAGR difference)

NA

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.000.501.001.502.002.503.003.504.004.505.005.506.006.507.00
JavaScript chart by amCharts 3.20.9HDFC Nifty500 Multicap 50:25:25 Index Fund-Reg (G) Equity - Index

Risk

In last 1 year , the volatility of HDFC Nifty500 Multicap 50:25:25 Index Fund-Reg (G),is Higher than its benchmark, by 0.19%

1.04%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.840.860.880.900.920.940.960.981.001.021.041.06
JavaScript chart by amCharts 3.20.9HDFC Nifty500 Multicap 50:25:25 Index Fund-Reg (G) Equity - Index

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 11 Months, i.e 54.55% of the times It has beaten its benchmark,

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return Comparisonundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-10010
JavaScript chart by amCharts 3.20.9HDFC Nifty500 Multicap 50:25:25 Index Fund-Reg (G)
JavaScript chart by amCharts 3.20.9Monthly Alphaundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-505
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, 194 Stocks beating the benchmark 306 Stocks not beating the benchmark

View Stock Composition