HDFC Value Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Value funds is 35.39% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.47% | -0.72% |
| 2 Year Return | 34.53% | -2.64% |
| 3 Year Return | 45.65% | 8.72% |
| 4 Year Return | 94.54% | 28.21% |
| 5 Year Return | 60.37% | 35.39% |
| 6 Year Return | 38.51% | 66.35% |
| 7 Year Return | 85.41% | 85.31% |
| Expense Ratio | 1.02% | - |
Minimum Purchase: ₹100
Exit Load: In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
HDFC Value Fund - Direct Plan is managed by HDFC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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