HDFC Rajiv Gandhi Equity Savings Scheme - Series 1 - February 2013-Direct Plan-Growth Option
Mutual Fund · 1 · As of 18 Oct 2026, 6:06 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
47/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 3.0 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹13.93
As of
21 Mar 2016
Fund History Available
3.0 yrs
Since-Inception Return (CAGR)
11.8%
Only 3.0 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
17.7%
Moderate
Sharpe Ratio (est.)
0.35
Weak risk-adj. return
Max Drawdown
-23.4%
Notable drop seen
Category
1
Fund House
HDFC Mutual Fund
Category Peer Comparison
Scheme
1Y Return
1. Benchmark Short Term Fund - Growth Option
—
Navi 3 in 1 Fund-Direct Plan-Growth Option
—
Sundaram Top 100 Series I Direct Plan Growth
—
BANDHAN NIFTY 100 INDEX FUND - Direct Plan - Growth
-8.0%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,07,236
Estimated Gain
₹2,07,236
Risk Flags
Estimated Sharpe ratio (0.35) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
