FundLens
66
ValueBuy

HDFC Value

HDFC · Direct–Growth · rank #7 / 21 Smart Score ke hisaab se

Data updated

HDFC Value ka score 66/100 hai — 21 mein #7 Value fund (Buy). Mazbooti: 5 saal ka return (category mein 78th percentile) aur 3 saal ka return (category mein 68th percentile). Kamzori: utaar-chadhaav (category mein 36th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
3.6%
+4.7% index ke muqable
3 saal
16.6%
+5.0% index ke muqable
5 saal
15.3%
+3.6% index ke muqable
Launch se
15.9%

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
0.4%

Risk metrics

Sharpe ratio
0.78
↑ jitna zyada, utna accha
Sortino ratio
1.01
↑ jitna zyada, utna accha
Std deviation
15.61
↓ jitna kam, utna accha
Alpha
3.04
↑ jitna zyada, utna accha
Beta
0.99
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.