This version of the fund efficiency report seems on the HDFC Kids’s Reward Fund. Launched in Mar 2001, the fund has an AUM of over 6,000 Crores. In Oct 2017, HDFC MF merged HDFC Kids’s Reward Fund Financial savings Plan into HDFC Kids’s Reward Fund Funding Plan after which renamed the ensuing fund as HDFC Kids’s Reward Fund. That is an open-ended fund for funding for youngsters having a lock-in for at the least 5 years or until the kid turns into a serious. (whichever is earlier).
Disclaimer: Fund efficiency stories current return and threat evaluation of a fund with consultant benchmarks and never funding suggestions. It have to be expressly understood that the info beneath mirror solely previous efficiency and is under no circumstances a sign of future efficiency. Our funding suggestions are Handpicked Checklist of Mutual Funds (PlumbLine).
As one can see beneath, the fund dabbles in fairly a number of small cap shares however holds a gradual 40% massive cap allocation.
The asset kind historical past is proven beneath.
We learn how persistently the HDFC Kids’s Reward Fund has carried out wrt Crisil 65% Fairness 35% Debt index and Nifty 100 TRI. We’ll use three metrics to investigate efficiency consistency versus benchmarks. Evaluation corresponding to this may be discovered for 350+ fairness funds in our month-to-month fairness mutual fund screener.
1 Rolling return outperformance consistency: the fund returns are in contrast with class benchmark returns over each doable 1Y, 2Y, 3Y,4Y, and 5Y interval. Larger the outperformance consistency, the higher. Suppose 876 fund returns have been in contrast with 876 benchmark returns, and the fund has overwhelmed the benchmark 675 instances. The consistency rating shall be 675/876 ~ 77%.
| Metric | Crisil6535 | Nifty 100 TRI |
| No of rolling return entries Index (1 Yr) | 2194 | 2180 |
| No of rolling return entries Fund (1 yr) | 2194 | 2180 |
| No of instances fund has outperformed the index (1 yr) | 1601 | 1361 |
| rolling return outperformance Consistency Rating (1 yr) | 73% | 62% |
| No of rolling return entries Index (2 Years) | 1948 | 1934 |
| No of rolling return entries Fund (2 years) | 1948 | 1934 |
| No of instances the fund has outperformed the index (2 years) | 1464 | 1182 |
| rolling return outperformance Consistency Rating (2 years) | 75% | 61% |
| No of rolling return entries Index (3 Years) | 1699 | 1694 |
| No of rolling return entries Fund (3 years) | 1699 | 1694 |
| No of instances the fund has outperformed the index (3 years) | 1382 | 1097 |
| rolling return outperformance Consistency Rating (3 years) | 81% | 65% |
| No of rolling return entries Index (4 Years) | 1455 | 1455 |
| No of rolling return entries Fund (4 years) | 1455 | 1455 |
| No of instances the fund has outperformed the index (4 years) | 1303 | 978 |
| rolling return outperformance Consistency Rating (4 years) | 90% | 67% |
| No of rolling return entries Index (5 Years) | 1210 | 1210 |
| No of rolling return entries Fund (5 years) | 1210 | 1210 |
| No of instances the fund has outperformed the index (5 years) | 1110 | 852 |
| rolling return outperformance Consistency Rating (5 years) | 92% | 70% |
That may be a pretty cheap and constant outperformance wrt each indices.
2 Upside efficiency consistency over each doable 1Y,2Y,3Y,4Y, 5Y: Larger the higher. A rating of 70% means, 7 out of 10 instances, the Fund carried out higher than the class benchmark when the benchmark was transferring up. It is a measure of reward. It’s computed from rolling upside seize knowledge (see hyperlink beneath).
| Metric | Crisil6535 | Nifty 100 TRI |
| upside efficiency consistency (1 yr) | 81% | 3% |
| upside efficiency consistency (2 years) | 92% | 0% |
| upside efficiency consistency (3 years) | 99% | 0% |
| upside efficiency consistency (4 years) | 100% | 0% |
| upside efficiency consistency (5 years) | 100% | 0% |
HDFC Kids’s Reward Fund tends to higher the Crisil index when it strikes up.
3 Draw back efficiency consistency over each doable 1Y, 2Y, 3Y,4Y, and 5Y. Larger, the higher. A rating of 60% means 6 out of 10 instances; the Fund carried out higher than the class benchmark when the benchmark was transferring down. It is a measure of threat safety. It’s computed from rolling draw back seize knowledge. Learn extra: An introduction to Draw back and Upside Seize Ratios.
| Metric | Crisil6535 | Nifty 100 TRI |
| draw back safety consistency (1 years) | 38% | 100% |
| draw back safety consistency (2 years) | 34% | 100% |
| draw back safety consistency (3 years) | 26% | 100% |
| draw back safety consistency (4 years) | 32% | 100% |
| draw back safety consistency (5 years) | 28% | 100% |
The nos wrt Nifty 100 TRI doesn’t rely as HDFC Kids’s Reward Fund is a hybrid fund. It is without doubt one of the uncommon funds with good upside efficiency consistency and poor draw back safety consistency. So this will likely frustrate traders when the markets are falling.
In abstract, HDFC Kids’s Reward Fund is a reasonably constant performer, however it appears to do higher when the market is transferring up somewhat than down. So traders must be cautious of this as it may be irritating. That mentioned, it’s a good purchase for many who want to keep invested the long-term and don’t thoughts the lock-in circumstances (see opening para).
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