Sharpe ratio
—Return earned for the risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
—1Y Absolute Return
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| HDFC FMP 2638D February 2023 - Growth Option - Direct PlanFund 5Y historical return unavailable | — | — | — | — |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became—
₹1 Lakh since launch—
Fund age—
Fund information
Scheme code151470
ISIN—
BenchmarkNIFTY 500 Total Return Index
CategoryIncome
Expense ratio—
Exit load—
Minimum SIP—
Return comparison
| Period | Fund | Benchmark | Category avg |
|---|
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
—Return earned while limiting downside risk.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Standard deviation
—How much the fund’s returns fluctuate over time.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
—How well the fund rewarded investors relative to its biggest decline.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Market-cap classifications are unavailable in the latest portfolio disclosure.
Sector allocation
Equity exposure by sector
Not disclosed in the latest portfolio.
Top holdings
Latest disclosed positions
Holdings have not been disclosed for this fund.
Fund management
Fund-manager information is not available from the current source.
Compare similar funds
No comparable category funds are available yet.
Summary
No deterministic analysis is available for HDFC FMP 2638D February 2023 - Growth Option - Direct Plan yet.
Strengths
No rule-qualified strengths are available from the current verified data.
Weaknesses
No rule-qualified weaknesses are available from the current verified data.
Ideal investor
Suitability requires more verified fund data.
Risk drivers
Review the available risk and portfolio data before investing.