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HDFC Equity Fund - Growth Option

Category: Equity Funds Diversified
Launch Date: 01-01-1995
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.13% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 20,380.89 Cr As on (31-03-2018)
Turn over: 30.51%
NAV as on 21-05-2018

596.227

-2.21 (-0.3708%)

CAGR Since Inception

19.09%

Nifty 500 Index 14.83%

PERFORMANCE of HDFC Equity Fund - Growth Option

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Prashant Jain, Mr. Rakesh Vyas

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA. Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.

Investment Objective

The scheme seeks to provide long-term capital appreciation by predominantly investing in high growth companies which enjoy distinct competitive advantages & have superior financial strenghts. In order to reduce the risk of volatility, the scheme will diversify across major industries and economic sectors. The scheme will retain the flexibility to invest in the entire range of debt and money market instruments.

RETURNS CALCULATOR for HDFC Equity Fund - Growth Option

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 Equity Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Equity Fund - Growth Option 16.57 0.072 4.98 1.145 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of HDFC Equity Fund - Growth Option

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Equity Fund - Growth Option 01-01-1995 4.49 19.28 8.6 15.28 12.97
Axis Focused 25 Fund - Growth Option 29-06-2012 20.47 24.44 15.04 17.31 0.0
Axis Bluechip Fund - Growth 05-01-2010 20.29 18.69 10.74 15.0 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 18.15 19.92 11.31 16.1 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.01 23.48 14.7 22.95 15.19
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 17.22 19.02 10.49 15.28 0.0
UTI - Equity Fund-Growth Option 01-08-2005 17.13 17.14 9.82 16.24 12.74
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 17.02 18.04 11.6 18.53 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 16.36 26.44 13.71 16.31 10.47
Aditya Birla Sun Life Special Situations Fund - Growth 31-01-2008 15.78 23.27 14.27 20.73 10.38

PORTFOLIO ANALYSIS of HDFC Equity Fund - Growth Option

Asset Allocation (%)

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