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#Funds: HDFC equity funds – Is still profitable investment

With its recent ranking if been among the below average fund providers over the years. The fund has managed to beat the benchmark over a long time period of about five years and it has also failed to deliver over shorter rolling periods of about 3 years.

HDFC Equity Funds

When an investor invests about Rs 10,000 ,there must have been an increase to about Rs 26,031 over about three to five years of investment but now it is very hard for such an investment to have much increase over the years. Investors that have invested in HDFC Equity Funds over the past five years now will either look for an alternative investment platform or hope for the resurrection of the HDFC.

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It is paramount for the HDFC to come back to its normal performance rate or rather loose all its customers to its competitors around. HDFC Equity Funds has outperformed the benchmark by about 2.5 percentage points over its benchmark (18.5% CAGR). However, the margin of out performance is not very significant, compared to peers that have beaten the index by over 5 percentage points over the same time period.

With its recent ranking if been among the below average fund providers over the years. The fund has managed to beat the benchmark over a long time period of about five years and it has also failed to deliver over shorter rolling periods of about 3 years. Apart from this,  the HDFC equity funds which was one of the top quartile category performers have lost that position due to the fall and drastic reduction in the ability of the fund to meet the demands of its client sand all investors at large.

HDFC mutual funds are not profitable now

There are different types of the HDFC mutual funds which includes: Equity or growth funds, Debt of Income funds, Liquid funds and lots more. The HDFC equity funds have not been able to meet its intended aim of making investments primarily in an equity based market. Although this fund has been able to meet the requirements of its investors over the years, the reduction in the value of the fund in recent times have make it unsatisfactory and inefficient in the provision of funds to worthy investors.

hdfc equity funds

Though it is hard to conclude if such a great fund is safe to invest or not. We believe that the HDFC will do everything possible to get back to track and retain their position once again even though it will be a very though and hard one to do.

HDFC equity funds history

The HDFC was one of the earliest 21st century mutual funds available to Indians and they have been a leading mutual fund provider over the years. The HDFC have had a tremendous growth in stock over the years and they have been able to meet the needs of all all and sundry. Back in time, the HDFC was very trustworthy and aesthetic leading money brokers available during that time and people trusted them with their money no matter how big or small. But as of recent, there have been a reduction in the value of HDFC and they have been lagging behind on the average category. 

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This downfall did not only affect HDFC but also its contemporary, the excesses in volatility provided has been seen in the fund’s performance which raises it’s concern about its consistency and stability.

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Vinod Kumar

Vinod Kumar is Human Resources & Management or HR Manager in a renowned car manufacture company and deals all kinds of disputes under PF, ESIC and other benefits for employees. And holds the management command in his hands.

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