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 |
PERFORMANCE of HDFC Core and Satellite Fund - GROWTH
Scheme Performance (%)
Data as on - 20-04-2018Yearly 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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
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
| 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 |
