Compare funds
| HDFC Value Fund - Direct Plan - Growth Option | |
|---|---|
| category | Value Fund |
| benchmark | NIFTY 500 |
| history from | 2013-01-01 |
| rating (overall) | ★★★★☆ |
| 3y / 5y / 10y stars | 4 / 4 / 4 |
| return 1Y | 6.39% |
| return 3Y | 16.65% |
| return 5Y | 12.99% |
| return 10Y | 14.84% |
| vs benchmark 1Y | 7.28% |
| vs benchmark 3Y | 5.41% |
| vs benchmark 5Y | 4.11% |
| 3y volatility | 15.74% |
| 3y worst fall | -18.23% |
| 3y Sharpe | 0.61 |
| 3y Sortino | 0.94 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 15th of 21 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.