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MF_119062

HDFC Aggressive Hybrid Fund - Growth Option - Direct Plan

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹41,310.91
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.80%
MF_119062 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
5.67%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.92
Volatility vs Benchmark
Sharpe Ratio
0.35
Risk-Adjusted Return
Sortino Ratio
0.53
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 48% 26% 24%
60 days 50% 17% 17%
90 days 52% 14% 14%
180 days 50% 9% 9%
1Yr 46% 7% 5%
3Yr 42% 2% 3%
5Yr 27% 1% 2%
7Yr 13% 1% 2%
10Yr 21% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Aggressive Hybrid Fund - Growth Option - Direct Plan Nifty 50
30 days -3.5% | -65.5% | 14.7% | 192.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -24.4% | -52.7% | 13.6% | 140.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -21.7% | -46.7% | 13.2% | 116.0% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -8.9% | -15.3% | 9.4% | 64.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 6.4% | -1.1% | 12.9% | 25.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.1% | 2.6% | 12.8% | 20.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 11.2% | 8.6% | 11.9% | 14.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.9% | 9.9% | 11.9% | 15.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 March 25, 2014 434 days 26% Nifty 50: 12% 10260 7611 10279
July 7, 2014 Aug. 21, 2014 45 days 7% Nifty 50: 4% 14095 13075 14122
Sept. 12, 2014 Nov. 4, 2014 53 days 7% Nifty 50: 4% 14883 13843 14921
Dec. 4, 2014 Jan. 21, 2015 48 days 7% Nifty 50: 6% 15711 14568 15815
Jan. 28, 2015 Aug. 5, 2015 189 days 11% Nifty 50: 10% 16144 14398 16199
Aug. 5, 2015 Sept. 3, 2016 395 days 28% Nifty 50: 18% 16199 11589 16355
Sept. 8, 2016 Feb. 1, 2017 146 days 11% Nifty 50: 12% 16536 14663 16613
May 17, 2017 July 26, 2017 70 days 6% Nifty 50: 2% 18911 17774 18952
July 31, 2017 Oct. 25, 2017 86 days 6% Nifty 50: 4% 19143 18005 19565
Jan. 24, 2018 Nov. 18, 2020 1029 days 34% Nifty 50: 29% 21342 14181 21418
March 3, 2021 May 18, 2021 76 days 6% Nifty 50: 6% 25404 23803 25560
Oct. 18, 2021 Jan. 13, 2022 87 days 6% Nifty 50: 10% 29935 28009 29999
Jan. 17, 2022 Aug. 12, 2022 207 days 11% Nifty 50: 16% 30031 26633 30116
Sept. 14, 2022 Nov. 1, 2022 48 days 6% Nifty 50: 7% 31104 29361 31135
Sept. 26, 2024 May 24, 2025 240 days 11% Nifty 50: 15% 44212 39495 44291
Nov. 20, 2025 Oct. 30, 2026 344 days 13% Nifty 50: 15% 45562 39827 41311