FundLens
71
ValueBuy

HDFC Value

HDFC · Direct–Growth · rank #5 / 22 Smart Score ke hisaab se

Data updated

HDFC Value ka score 71/100 hai — 22 mein #5 Value fund (Buy). Mazbooti: 3 saal ka return (category mein 83th percentile) aur 5 saal ka return (category mein 72th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
9.9%
+7.2% index ke muqable
3 saal
16.8%
+5.4% index ke muqable
5 saal
14.4%
+4.2% index ke muqable
Launch se
16.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
36.9%
2022
4.6%
2023
30.7%
2024
21.7%
2025
9.5%
2026
3.5%

Risk metrics

Sharpe ratio
0.80
↑ jitna zyada, utna accha
Sortino ratio
1.04
↑ jitna zyada, utna accha
Std deviation
15.40
↓ jitna kam, utna accha
Alpha
4.39
↑ jitna zyada, utna accha
Beta
0.98
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.