Mutual Fund Performance Comparison


Summary
Fund Name Category Launch Date AUM (Crore) Expense Ratio (%) Action
HDFC Value Fund Gr Equity: Value 01-02-1994 7676.81 1.83 Invest Now
Performance Comparison
Fund Name 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Value Fund Gr 9.24 18.89 17.87 14.47 14.75
Category Average 4.76 18.23 17.68 14.53 15.1
NIFTY 50 TRI 10.59 14.43 13.86 14.43 13.81

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.

Frequently Asked Questions

A mutual fund return comparison shows how different funds have performed over selected time periods (1Y, 3Y, 5Y, 10Y) so you can pick better-performing schemes.

Use online tools to select funds and view side-by-side returns, risk, NAV, and performance metrics to compare funds in India.

Yes mutual fund comparison calculators let you enter schemes or investment amounts to calculate and compare returns in one place.

Returns (CAGR), expense ratio, risk levels, and historical performance are key factors when comparing fund performance online.

Yes - most performance comparison tools and calculators let you analyze both SIP and lumpsum returns side by side.

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