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  2. HDFC Core and Satellite Fund - GROWTH

HDFC Core and Satellite Fund - GROWTH

Category: Equity Funds Mid and Small Cap
Launch Date: 17-09-2004
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.54% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 607.51 Cr As on (30-09-2017)
Turn over: 19.28
NAV as on 20-04-2018

80.157

-0.13 (-0.1597%)

CAGR Since Inception

16.54%

S&P BSE 200 13.96%

PERFORMANCE of HDFC Core and Satellite Fund - GROWTH

Scheme Performance (%)

Data as on - 20-04-2018

Yearly Performance (%)

Fund Managers

Mr. Vinay R Kulkarni, Mr. Rakesh Vyas

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore. Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

Investment Objective

The scheme aims to generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. It will invest in Core group and Satellite group of companies. The 'Core' Group will comprise of well established and predominantly large cap companies whereas the 'satellite' group will comprise of predominantly small-mid cap companies that offer higher potenial returns but at the same time carry higher risk.

RETURNS CALCULATOR for HDFC Core and Satellite Fund - GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Core and Satellite Fund - GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Core and Satellite Fund - GROWTH 17.57 0.093 6.17 1.132 - -
Equity Funds Mid and Small Cap - - - - - -

PEER COMPARISION of HDFC Core and Satellite Fund - GROWTH

Period
Data as on - 20-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Core and Satellite Fund - Growth 17-09-2004 9.82 17.73 10.88 17.09 11.24
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 36.4 33.07 24.36 36.71 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 36.08 33.66 21.74 25.84 16.33
L&T Emerging Businesses Fund - Regular Plan - Growth 05-05-2014 28.21 38.52 24.95 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 25.87 0.0 0.0 0.0 0.0
SBI Emerging Businesses Fund - Regular Plan -Growth 11-10-2004 25.67 20.6 14.5 20.32 14.97
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 25.52 34.07 23.69 37.11 0.0
Axis Midcap Fund - Growth 18-02-2011 25.03 19.7 11.68 23.01 0.0
HSBC Small Cap Equity Fund - Growth 19-05-2005 23.46 27.55 17.89 28.88 11.32
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 23.39 30.06 15.88 23.68 19.16

PORTFOLIO ANALYSIS of HDFC Core and Satellite Fund - GROWTH

Asset Allocation (%)

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