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HDFC Prudence Fund - Growth Option

Category: Balanced Funds Equity Oriented
Launch Date: 01-02-1994
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 2.26% As on (30-09-2017)
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 31,717.23 Cr As on (30-09-2017)
Turn over: 56.43
NAV as on 19-04-2018

499.92

2.31 (0.4625%)

CAGR Since Inception

17.82%

PERFORMANCE of HDFC Prudence Fund - Growth Option

Scheme Performance (%)

Data as on - 19-04-2018

Yearly Performance (%)

Fund Managers

Mr. Prashant Jain, Mr. Rakesh Vyas

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA. Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.

Investment Objective

The scheme seeks periodic returns and long-term capital appreciation from a balanced portfolio of debt and equity.

RETURNS CALCULATOR for HDFC Prudence Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Prudence Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Prudence Fund - Growth Option 13.08 0.83 3.97 1.25 8.06 5.63
Balanced Funds Equity Oriented - - - - - -

PEER COMPARISION of HDFC Prudence Fund - Growth Option

Period
Data as on - 19-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Prudence Fund - Growth Option 01-02-1994 8.64 17.27 9.02 17.14 14.37
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 27.69 0.0 0.0 0.0 0.0
Principal Balanced Fund-Growth 14-01-2000 21.92 23.17 14.75 18.59 11.41
Axis Childrens Gift Fund - Lock in - Growth 08-12-2015 16.43 12.29 0.0 0.0 0.0
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 31-12-1995 16.01 14.67 9.52 18.27 11.79
Reliance Regular Savings Fund - Balanced Option - Growth Plan 08-06-2005 15.35 16.97 11.09 17.79 14.66
HDFC Balanced Fund - Growth Option 11-09-2000 13.65 17.4 10.96 19.6 15.53
IDFC DEF_Regular Plan_Growth 10-10-2014 13.38 10.39 6.37 0.0 0.0
Baroda Pioneer Balance Fund - Plan A - Growth Option 12-09-2003 13.1 16.0 9.1 14.02 7.86
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 29-07-2015 12.53 16.36 0.0 0.0 0.0

PORTFOLIO ANALYSIS of HDFC Prudence Fund - Growth Option

Asset Allocation (%)

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