HDFC S Fundamental Relationships

F00000O23T -- India Fund  

INR 22.53  0.11  0.49%

The Drivers Module shows relationships between HDFC S's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of HDFC S Life Group Life Secure Managed II over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

HDFC S Life Three Year Return vs. Cash Position Weight Fundamental Analysis

HDFC S Life Group Life Secure Managed II is one of the top funds in cash position weight among similar funds. It is one of the top funds in three year return among similar funds reporting about  1.19  of Three Year Return per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
HDFC S 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
8.54 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
HDFC S 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
10.13 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

HDFC S Life Three Year Return Comparison

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