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MF_119118

HDFC Conservative Hybrid Fund - Growth Option - Direct Plan

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹33,409.99
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.11%
MF_119118 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
4.06%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.31
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.80
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 45% 21% 47%
60 days 41% 17% 28%
90 days 41% 15% 22%
180 days 38% 11% 15%
1Yr 36% 6% 10%
3Yr 21% 2% 5%
5Yr 7% 2% 4%
7Yr 3% 1% 4%
10Yr 0% 0% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Conservative Hybrid Fund - Growth Option - Direct Plan Nifty 50
30 days -0.3% | -28.3% | 9.8% | 58.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -7.9% | -22.3% | 9.9% | 47.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -8.2% | -18.3% | 10.0% | 40.7% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -0.1% | -1.4% | 9.0% | 26.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 7.2% | 3.1% | 10.3% | 15.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.3% | 6.2% | 9.4% | 13.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 8.9% | 8.2% | 9.3% | 10.5% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 8.0% | 8.2% | 9.6% | 11.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 17, 2013 Jan. 11, 2014 239 days 10% Nifty 50: 14% 10377 9325 10381
Oct. 20, 2015 April 12, 2016 175 days 7% Nifty 50: 16% 13711 12769 13742
Feb. 11, 2020 Aug. 13, 2020 184 days 12% Nifty 50: 37% 18908 16623 18932