HDFC Growth Fund (Equity, Large Cap)

Moderately High
17 yrs 10 monthsStarted on:11 Sep 2000
₹ 1162.36 Cras on: 15 Jun 2018
Long Term Horizon
2.29%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

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)
3 Month0.69
1 YR9.49
2 YR16.49
3 YR13.13

SIP Returns

TenureReturns (CAGR)
1 YR2.78
2 YR11.76
3 YR13.93
5 YR14.3
10 YR13.56

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.82
ITC Ltd.7.71
Axis Bank Ltd.5.93
Reliance Industries Ltd.5.9
Tata Steel Ltd.5.65
National Thermal Power Corp. Ltd.5.55
Bharat Petroleum Corpn. Ltd.4.97
Coal India Ltd.4.57
Hindustan Petroleum Corpn. Ltd.4.16
Oil & Natural Gas Corpn. Ltd.4.13

Top Sectoral Holdings

Sector Name% Assets
Energy36.18
Financial17.36
Metals11.56
FMCG7.82
Construction5.64
Automobile4.41
Healthcare3.86
Chemicals1.03
Engineering0.94
Technology0.13

Indicators

LabelValue
Portfolio turnover ratio25.02
Standard Deviation15.52%
Sharpe Ratio0.36

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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