HDFC Growth Opportunities Fund (Equity, Equity Large & Midcap)

Moderately High
25 yrs 9 monthsStarted on:18 Feb 1994
₹ 1283.16 Cras on: 18 Oct 2019
Long Term Horizon
2.59%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.

Exit Load

In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are redeemed/switched-out within 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.94
1 Month5.14
1 YR6.99
2 YR2.80
3 YR6.19

SIP Returns

TenureReturns (CAGR)
1 YR3.04
2 YR0.99
3 YR3.37
5 YR5.26
10 YR7.45

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.04
State Bank of India7.38
National Thermal Power Corp. Ltd.7.12
Infosys Ltd.6.7
Reliance Industries Ltd.6.23
Bharat Petroleum Corpn. Ltd.5.09
ITC Ltd.4.86
HDFC Bank Ltd.4.5
Indian Hotels Co. Ltd.3.42
GAIL (India) Ltd.2.8

Top Sectoral Holdings

Sector Name% Assets
Energy32.85
Financial24.61
FMCG9.03
Services7.74
Technology7.57
Construction4.47
Automobile3.01
Chemicals2.75
Engineering2.46
Healthcare2.08

Indicators

LabelValue
Portfolio turnover ratio16.07
Standard Deviation14.04%
Beta0.85%
Sharpe Ratio0.09

Vinay R Kulkarni,Chirag Dagli

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.Mr. Dagli has done B. COM and Chartered Accountant.
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd. Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.

Other Funds Managed by Vinay R Kulkarni,Chirag Dagli