Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
HDFC Dividend Yield Fund - Growth Option Direct Plan
HDFC Mutual Fund · Equity · Dividend Yield Fund
₹26.59
AUM: —
NAV updated 16 days ago
Plan
Direct
Option
Growth
Risk
High
Sharpe Ratio
-0.38
Std Dev (1Y)
13.08%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.59%
3m
+3.97%
6m
+5.19%
1y
-0.07%
3y
+10.44%
5y
+13.95%
10y
—
since inception
+18.6%
TopFund's Take on HDFC Dividend Yield Fund - Growth Option Direct Plan
HDFC Dividend Yield Fund - Growth Option Direct Plan is a Dividend Yield Fund fund from HDFC Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.38 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.08% is fairly typical for Dividend Yield Fund funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about HDFC Dividend Yield Fund - Growth Option Direct Plan
The current NAV (Net Asset Value) of HDFC Dividend Yield Fund - Growth Option Direct Plan is ₹26.59. NAV is updated every business day after market close by AMFI.
1Y: -0.07% · 3Y CAGR: 10.44% · 5Y CAGR: 13.95%
Expense ratio data for HDFC Dividend Yield Fund - Growth Option Direct Plan is not yet available.
HDFC Dividend Yield Fund - Growth Option Direct Plan is managed by HDFC Mutual Fund.
HDFC Dividend Yield Fund - Growth Option Direct Plan is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
HDFC Dividend Yield Fund - Growth Option Direct Plan is a Dividend Yield Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in HDFC Dividend Yield Fund - Growth Option Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.