HDFC Hybrid Equity Fund(G)

76.00 1.44 (1.94%) NAV as on 20-May-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.75-5.179.0312.047.7712.57
Category Avg-5.10-7.957.1611.487.7711.56
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2022NANANA0.96
20218.677.230.347.52
202014.856.6620.46-23.17
20190.81-2.393.145.95
2018-3.17-0.552.62-10.52
20173.291.0813.2414.27

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202125.711335NA
202013.381935NA
20197.522135NA
2018-11.583435NA
201735.09328NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)273.7004-Apr-0115.9226.0618.4816.91
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)21.0920-Jul-1614.1219.3212.5113.64
ICICI Pru Equity & Debt Fund(G)218.8403-Nov-9921.917.513.3114.66
Baroda BNP Paribas Aggressive Hybrid Fund-Reg(G)17.3207-Apr-174.9613.7511.3111.33
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.4720
Semi Standard Deviation [%]0.0983
Beta [%]0.3623
Sharp Ratio [%]0.1338
R-Square [%]0.0646
Expense Ratio [%]1.7500
AVG Ratio [%]0.0023
Other Ratios
Jenson Ratio [%]0.0279
Treynor Ratio [%]0.0685
Turnover Ratio [%]4.7900
FAMA Ratio [%]0.0557
SORTINO Ratio [%]-0.0876

Return Calculator

MARKET STATS As on 20/05/2022 As on 20/05/2022

16266.15 (2.89) 54326.39 (2.91)

TOP GAINERS

Company Price Change Gain (%)
Seamec1106.70176.9019.03
Welspun Corp244.9036.0017.23

TOP LOSERS

Company Price Change Loss (%)
Equitas Small Fin.52.55-6.90-11.61
Prudent Corporate561.75-68.25-10.83

Portfolio Comparison

MUTUAL FUND ACTIVITY