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MF_119128

HDFC Equity Savings Fund - Growth Option - Direct Plan

Hybrid Scheme - Equity Savings

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End Amount
₹36,042.22
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.71%
MF_119128 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
4.63%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.38
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.84
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 47% 19% 46%
60 days 44% 15% 27%
90 days 42% 13% 21%
180 days 40% 9% 13%
1Yr 38% 5% 9%
3Yr 22% 2% 4%
5Yr 12% 2% 4%
7Yr 2% 1% 3%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Equity Savings Fund - Growth Option - Direct Plan Nifty 50
30 days 5.8% | -28.2% | 10.4% | 69.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -8.6% | -18.3% | 9.8% | 52.8% -23.0% | -45.3% | 16.7% | 120.0%
90 days -8.7% | -14.1% | 10.1% | 45.9% -25.0% | -37.7% | 15.3% | 102.4%
1 Year 0.4% | -3.5% | 8.3% | 29.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.3% | 3.3% | 11.3% | 15.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 7.8% | 7.2% | 10.7% | 14.3% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 9.7% | 8.1% | 10.3% | 11.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.2% | 9.5% | 10.7% | 11.3% 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
Jan. 1, 2016 April 12, 2016 102 days 7% Nifty 50: 12% 12779 11933 12779
Jan. 14, 2020 Nov. 6, 2020 297 days 17% Nifty 50: 38% 19277 16009 19283
April 6, 2022 Aug. 6, 2022 122 days 5% Nifty 50: 14% 25259 23910 25276