HDFC Growth Fund (Equity, Large Cap)

Moderately High
17 yrs 8 monthsStarted on:11 Sep 2000
₹ 1129.14 Cras on: 20 Apr 2018
Long Term Horizon
2.44%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme is aimed at generating long-term capital appreciation by investing 80-100 per cent of its assets in equity and equity-related instruments. Exposure to debt and money market instruments would be around 20 % of the corpus. Relatively high exposure to sectors and companies that are doing well or are expected to do well; avoiding significant exposure to cyclicals.

Exit Load

Exit Load: In respect of each purchase/switch in of units, an Exit load of 1.00% is payable if units are redeemed/switched out within 1 year from the date of allotment . No Exit load is payable if units are redeemed/switched out After 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month3.61
1 YR15.46
2 YR19.73
3 YR11.35

SIP Returns

TenureReturns (CAGR)
1 YR8.27
2 YR15.79
3 YR15.64
5 YR15.56
10 YR13.97

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.79
ITC Ltd.6.34
Larsen & Toubro Ltd.6.07
ICICI Bank Ltd.5.87
Infosys Ltd.5.69
Reliance Industries Ltd.4.84
State Bank of India4.81
Housing Development Finance Corpn. Ltd.4.78
National Thermal Power Corp. Ltd.4.28
Oil & Natural Gas Corpn. Ltd.3.46

Top Sectoral Holdings

Sector Name% Assets
Financial29.94
Energy22.41
Construction14.71
Technology6.98
FMCG6.44
Metals5.81
Automobile5.03
Healthcare4.08
Chemicals2.09
Engineering1.03

Indicators

LabelValue
Portfolio turnover ratio30.24
Standard Deviation15.43%
Beta1.09%
Sharpe Ratio0.45

Srinivas Rao Ravuri

Mr. Ravuri is a B.Com (H)and MBA (Finance).
Prior to joining HDFC Mutual Fund in 2004 he has worked with Motilal Oswal Securities Ltd., Edelweiss Capital Ltd. and Securities Capital Investments (I) Ltd.

Other Funds Managed by Srinivas Rao Ravuri

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