64
ValueBuy
HDFC Value
HDFC · Direct–Growth · rank #7 of 21 by Smart Score
Trailing returns
1 Year
5.0%
+4.4% vs index
3 Years
17.3%
+5.1% vs index
5 Years
15.6%
+3.7% vs index
Since launch
16.0%
Year-by-year performance
2021
+36.9%+6.2% vs index
2022
+4.6%+0.8% vs index
2023
+30.7%+4.2% vs index
2024
+21.7%+6.1% vs index
2025
+9.5%+1.8% vs index
2026
+1.9%+3.6% vs index
Why this score
HDFC Value scores 64/100 — #7 of 21 Value fund (Buy). It stands out for 5y return and 3y return — beating 72% of peers on 5y return. The main drag is its volatility (better than only 36% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return15.63% · 72nd percentile in category
3Y return17.26% · 68th percentile in category
Sortino ratio1.08 · 78th percentile in category
Fund size7583.27 Cr · 69th percentile in category
Volatility15.61 · 36th percentile in category
Sharpe ratio0.78 · 62nd percentile in category