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HDFC Diversified Equity All Cap Active FOF - Direct Plan - Growth Plan

HDFC · Scheme 153860

10.30 0.32%NAV · 2026-09-18
69
Decent FundScore
Start SIP
AUM
₹2,665 cr
Expense ratio
0.30%
3Y CAGR
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Srinivasan RamamurthyExit load: Exit load of 1%, if redeemed within 1 year.
Decent · 69/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 14%.
  • Low cost — 0.30% expense ratio means more of the return stays with you.
  • Volatility: 13% annualised
  • Max drawdown: -14%

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe -0.18) — took on risk without enough payoff.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Sharpe ratio: -0.18
  • Sortino ratio: -0.23

FundScore breakdown

69/100 · Decent
How it works →
50
Returns
Average
50
Consistency
Average
19
Risk-adjusted
Weak
96
Downside protection
Excellent
90
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.