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

Moderately High
25 yrs 10 monthsStarted on:18 Feb 1994
₹ 1352.35 Cras on: 09 Dec 2019
Long Term Horizon
2.40%
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

Similar Funds
Mirae Asset Emerging Bluechip Fund
Current NAV 56.33
Return (CAGR) 20.13%
Value Research
Principal Emerging Bluechip Fund
Current NAV 105.68
Return (CAGR) 23.72%
Value Research
DSP Equity Opportunities Fund
Current NAV 230.63
Return (CAGR) 17.39%
Value Research
Kotak Equity Opportunities Fund
Current NAV 125.36
Return (CAGR) 18.03%
Value Research
SBI Large & Midcap Fund
Current NAV 224.74
Return (CAGR) 14.03%
Value Research
Aditya Birla SL Equity Advantage Fund
Current NAV 417.16
Return (CAGR) 17.12%
Value Research
IDFC Core Equity Fund
Current NAV 44.83
Return (CAGR) 11.03%
Value Research
ICICI Pru Large & Mid Cap Fund
Current NAV 324.62
Return (CAGR) 17.63%
Value Research
UTI Core Equity Fund
Current NAV 60.17
Return (CAGR) 12.26%
Value Research
Nippon India vision fund
Current NAV 529.31
Return (CAGR) 17.83%
Value Research

Tenure

TenureReturns (CAGR)
YTD4.48
3 Month7.23
1 YR8.48
2 YR1.16
3 YR8.82

SIP Returns

TenureReturns (CAGR)
1 YR5.66
2 YR3.23
3 YR4.1
5 YR5.99
10 YR7.71

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.88
State Bank of India8.7
Reliance Industries Ltd.6.77
National Thermal Power Corp. Ltd.6.59
Infosys Ltd.5.41
Bharat Petroleum Corpn. Ltd.5.17
HDFC Bank Ltd.4.36
ITC Ltd.4.3
Indian Hotels Co. Ltd.2.98
Trent Ltd.2.76

Top Sectoral Holdings

Sector Name% Assets
Energy32.3
Financial28.9
FMCG8.49
Technology6.3
Services5.74
Construction4.19
Automobile2.98
Chemicals2.73
Metals2.66
Engineering2.33

Indicators

LabelValue
Portfolio turnover ratio16.55
Standard Deviation13.92%
Beta0.88%
Sharpe Ratio0.32

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