MF Gyan
otherLow risk9 years oldSteady vs its 3-year pace

HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan

A specialised fund. Check the scheme details for what it invests in. From HDFC Mutual Fund. It's been running since 16 Mar 2018.

Latest price per unit
₹10.00
▼ 1.94% today
As of 5 Jul 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹99.0k
▼ ₹1.0k loss · -1.0% / year
Invested 3 years ago
₹98.9k
▼ ₹1.1k loss · -0.4% / year

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

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.78 L
Gain / loss-₹2.1k
XIRR (annualised)-0.79%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.78 L
Projected gain*+-₹2.2k
*at this fund's historical rate of -0.79% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
-1.00%median 4.49% (-5.49%)
Rank #366 of 501Beats 16% of peers
3-year return
-0.38%median 6.00% (-6.38%)
Rank #191 of 501Beats 10% of peers
Bumpiness (3Y)
5.66%median 5.00% (+0.66%)
Rank #263 of 501Less risky than 47% of peers
Worst-ever drop
-5.92%median -6.85% (+0.93%)
Rank #261 of 501Less risky than 48% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 4 years were positive.

+0%
2018
-0%
2019
+0%
2020
-0%
2021
Best year
2020 · 0.41%
Worst year
2021 · -0.36%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
5.7%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-5.92%

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

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan against other other funds.

Technical details (for the pros)
CAGR — 1 year-1.00%
CAGR — 3 years-0.38%
CAGR — 5 years—
CAGR — since launch-0.03%
Volatility — 1 year (annualised)5.24%
Volatility — 3 years (annualised)5.66%
Max drawdown — 1 year-3.61%
Max drawdown — 3 years-5.92%
Sharpe ratio — 1 year (rf=6%)-1.35
Sharpe ratio — 3 years (rf=6%)-1.13

Fund info

Fund house
HDFC Mutual Fund
Category
Income
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
142729
First price on record
16 Mar 2018 · 798 daily prices

About HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan

HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan is a Income offered by HDFC Mutual Fund under the Direct plan with the IDCW option. It has approximately 9 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan is ₹10.0000 (as of 5 Jul 2021). Historically, it has delivered -1.01% over the last year, -0.38% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 5.7% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 5.9%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan?+

The latest NAV of HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan is ₹10.0000 as of 5 Jul 2021, down 1.94% from the previous day. NAV is updated once a business day after the market close.

What are the returns of HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan?+

HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan has delivered 1-year return -1.01%, 3-year CAGR -0.38%, since-inception CAGR -0.03%. Returns are historical and don't predict future performance — markets move in cycles.

What category does HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan belong to?+

HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan?+

Based on its 3-year annualised volatility of 5.7%, HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan a direct plan?+

HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan?+

HDFC FMP 1208D March 2018 (1) - Quarterly IDCW Option - Direct Plan has NAV history available from 16 Mar 2018 — approximately 9 years of track record and 798 daily NAV observations.

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.