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

Moderately High
25 yrs 7 monthsStarted on:18 Feb 1994
₹ 1249.53 Cras on: 22 Aug 2019
Long Term Horizon
2.32%
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)
3 YR3.90

SIP Returns

TenureReturns (CAGR)
5 YR2.19
10 YR6.06

Portfolio

Company Name% Assets
State Bank of India9.29
ICICI Bank Ltd.8.09
National Thermal Power Corp. Ltd.7.88
Infosys Ltd.6.77
Reliance Industries Ltd.5.6
ITC Ltd.5.19
HDFC Bank Ltd.4.23
Bharat Petroleum Corpn. Ltd.3.01
GAIL (India) Ltd.2.76
Indian Hotels Co. Ltd.2.57

Top Sectoral Holdings

Sector Name% Assets
Energy29.83
Financial27.65
FMCG8.81
Technology7.68
Services6.68
Construction4.32
Healthcare4.01
Automobile3.04
Chemicals2.79
Engineering2.73

Indicators

LabelValue
Portfolio turnover ratio19.59
Standard Deviation13.94%
Beta0.85%
Sharpe Ratio0.05

Vinay R Kulkarni,Amar Kalkundrikar

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd. Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Vinay R Kulkarni,Amar Kalkundrikar