HDFC S Fundamental Relationships

F00000O23T -- India Fund  

INR 22.53  0.08  0.36%

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 Bond Positions Weight vs. One Year Return Fundamental Analysis

HDFC S Life Group Life Secure Managed II is one of the top funds in one year return among similar funds. It is one of the top funds in bond positions weight among similar funds creating about  8.90  of Bond Positions Weight per One Year Return.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
HDFC S 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
10.28 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
HDFC S 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
91.46 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

HDFC S Life Bond Positions Weight Comparison

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