HDFC Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.79%
AUM
₹1399.49 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-43.45%
Poor
6 Months
-3.78%
Poor
1 Year
+6.06%
Below Average

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 5 quarters

AUM Metrics

Key indicators

Current AUM
₹1399.49 Cr
Recent Trend
Growing
Stability Score
26.0
Growth Assessment
Declining

Growth Performance

Historical returns

1Y
Annual Growth
-4.30%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A

Growth Assessment: Declining

• Temporary outflows - monitor performance

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
15.10%
Annualized standard deviation
Sharpe Ratio
-0.169
Very Poor - Risk-adjusted return
Max Drawdown
-21.50%
High - Worst decline
Consistency
61.5%
Performance consistency

Volatility Breakdown

Daily Volatility
0.95%
Average daily price movement
Annualized Volatility
15.10%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance