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29/04/2015

HDFC Equity Fund Growth - Mutual Fund Risk Analysis

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Mutual Funds

Equitie s

Insurance Funds

Pe rsonal Finance

HDFC Equity Gr 101762 | INF179K01608 |
NA V

NA V Day Change

463.67

181.6 bil

Overview

Portfolio

Expenses

Fee Level

Turnover

Status

2.17%

--

36%

Open

Category

As of 28/04/2015 09:30:00 | INR

Performance

Risk & Rating

Vide os

IMO

NEW

Min. Inv.

5,000

Investment Style

Large-Cap

Detailed Portfolio

Archive s

|

Total A ssets

8.84 | 1.94%

Tools

C om pany Site

Large Growth

History

Factsheet

Analyst Research

Morningstar Risk & Rating Statistics
03/31/2015

3-Year

5-Year

10-Year

Above Average

Above Average

High

High

High

Above Average

256

218

102

Morningstar Return

HDFC Equity Gr
Morningstar Risk

HDFC Equity Gr
Morningstar Rating

HDFC Equity Gr
# of Funds in Category

R ating, risk , and re turn value s are re lative to e ach fund’s Morningstar C ate gory. C lick he re to se e our m e thodology.

MPT Statistics
3-Year

5-Ye ar

10-Ye ar

3-Year Trailing

15-Ye ar
Index

R-Squared

Beta

A lpha Treynor Ratio

Currency

INR

vs. Best-Fit Index

HDFC Equity Gr
vs. Standard Index
HDFC Equity Gr

S&P BSE 100 India
INR

87.13

1.20

2.33

11.14

INR

C ate gory: Large -C ap

S&P BSE 100 India
INR

90.68

0.95

2.19

12.20

INR

03/31/2015

Volatility Measures
3-Year

5-Ye ar

10-Ye ar

15-Ye ar

Standard

Bear Market

3-Year Trailing

Deviation

Return

Sharpe Ratio Sortino Ratio

Percentile Rank

HDFC Equity Gr

19.11

21.53

0.73

1.35

C ate gory: Large -C ap

14.96

19.50

0.78

1.46

03/31/2015

Upside & Downside Capture Ratio
1-Year

HDFC Equity Gr

120.71

3-Year

116.60

5-Year

114.21

10-Year

105.56

http://www.morningstar.in/mutualfunds/f0gbr06rmj/hdfc-equity-fund-growth/risk-ratings.aspx

15-Year

107.71

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