HDFC Developed World Overseas Equity Passive FoF Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.44
• Std Deviation 10.72%
• Tracking Error 0.00%

The investment objective of the Scheme is to provide long term capital appreciation by passively investing in units/ shares of overseas Index Funds and/or ETFs which will in aggregate closely correspond to the MSCI World Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.

The HDFC Developed World Overseas Equity Passive FoF Regular Growth has an AUM of 1491.77 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.63%. The minimum investment in HDFC Developed World Overseas Equity Passive FoF Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include UBS MSCI USA NSL ETF USD acc, UBS MSCI Europe IndexF USD I-W-SSP acc, UBS MSCI Japan Index Fund USD I-W-SSPacc & UBS MSCI Canada IndexF USD I-W-SSP acc.

Some of the similar funds are DSP World Gold Mining Overseas Equity Omni FoF Regular Plan Growth, Axis Global Equity Alpha Fund of Fund Regular Growth, DSP Global Innovation Overseas Equity Omni FoF Regular Growth, HDFC Developed World Overseas Equity Passive FoF Regular Growth, PGIM India Global Equity Opportunities Fund of Funds Growth. HDFC Developed World Overseas Equity Passive FoF Regular Growth has a sharpe ratio of 1.44 & a standard deviation of 10.72%.