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HDFC Prudence Fund -Direct Plan - Growth Option (defunct)

HDFC Mutual Fund · Hybrid · benchmark: —
AUM (all plans)
CAGR (full)
Sharpe (full)
Sharpe (bull ≤Sep-24)
Sharpe (sideways Oct-24→)
Max drawdown
-17.6%
Months of data
64
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

20132014201520162017201883156229Fund (NAV=100)Risk-free 6%/yr

Drawdown

201320142015201620172018-18-90Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY220
FY230
FY240
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.8-1.0+2.9+1.3-3.7-6.5-3.5+3.9+10.2+2.9+4.2+2.4
2014-3.4+3.4+8.1+2.9+14.8+8.1-1.5+4.8+0.7+4.1+3.9-1.5+52.6
2015+3.6-1.4-1.2-1.6+1.1-1.4+4.4-4.2+0.8+0.6+1.5-0.9+1.0
2016-7.0-9.1+11.8+2.9+3.0+3.3+4.8+2.9+0.0+3.6-1.7-2.9+10.4
2017+5.0+2.5+4.1+2.6+1.4-0.2+5.0-2.3-1.4+7.7+0.7+1.4+29.5
2018+1.6-5.0-3.9+3.6-1.2-5.0

Quarterly average AUM & estimated net flows

2013201420152016201720185,14621,64938,152AUM (quarter avg), ₹cr
-8815,999
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.