Morningstar® Fund Report™

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HDFC Flexi Cap Fund Payout Inc Dist cum Cap Wdrl Opt
 
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearBelow AverageHigh2 star
5-YearLowHigh1 star
10-YearBelow AverageHigh1 star
OverallBelow AverageHigh1 star
 
Category:  Flexi CapClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility16.10 %
3-Yr Mean Return16.93 %
 
Sharpe Ratio0.64
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE 500 India TR INR
R-Squared54.03-
3-Yr Beta0.90-
3-Yr Alpha-2.41-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation14.8716.1021.98
 
 
Sharpe Ratio1.380.640.43
Sortino Ratio---
 
 
Positive Months102438
Negative Months21222
Worst Month-8.12-9.18-25.81