InvestVerdict
HDFC Equity Opp Fund - II - 1100D June 2017 (1)
· · Mutual fund · Scheme code 141581
Fund houseHDFC Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History4.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.65 | -0.54 | 10.87 | 23.56 | 11.08 | — | — | — | 6.51 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 19.8% | 0.23 | 0.35 | — | — | -33.6% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 173 | -24.1% | 2.6% | 54.4% | 42% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.