otherModerate risk

HDFC QUARTERLY INTERVAL FUND - PLAN B - WHOLESALE PLAN - Growth Option

A specialised fund. Check the scheme details for what it invests in. From HDFC Mutual Fund. It's been running since 11 May 2007.

Latest price per unit

₹10.00

▲ 0.00% today

As of 17 Dec 2012 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.00 L

▲ ₹0 gain · 0.0% / year

Invested 3 years ago

₹88.7k

▼ ₹11.3k loss · -3.9% / year

Invested 5 years ago

₹94.7k

▼ ₹5.3k loss · -1.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

7.0%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-14.59%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year0.00%

CAGR — 3 years-3.93%

CAGR — 5 years-1.09%

CAGR — since launch-0.11%

Volatility — 1 year (annualised)4.65%

Volatility — 3 years (annualised)7.03%

Max drawdown — 1 year-4.42%

Max drawdown — 3 years-9.25%

Sharpe ratio — 1 year (rf=6%)-1.29

Sharpe ratio — 3 years (rf=6%)-0.85

Fund info

Fund house: HDFC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 105422
First price on record: 11 May 2007 · 1,003 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.