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HDFC Growth Fund -Direct Plan - Dividend Option

Category: Equity Funds Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: S&P BSE Sensex
Expense Ratio: 1.62% As on (30-06-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,146.91 Cr As on (31-07-2017)
Turn over: 33.6%
NAV as on


CAGR Since Inception


S&P BSE Sensex 15.06%

PERFORMANCE of HDFC Growth Fund -Direct Plan - Dividend Option

Scheme Performance (%)

Data as on - 23-05-2018

Yearly Performance (%)

Fund Managers

Mr. Srinivas Rao Ravuri, Mr. Rakesh Vyas

Mr. Ravuri is a B.Com (H)and MBA (Finance). Prior to joining HDFC Mutual Fund in 2004 he has worked with Motilal Oswal Securities Ltd., Edelweiss Capital Ltd. and Securities Capital Investments (I) Ltd.

Investment Objective

The scheme is aimed at generating long-term capital appreciation by investing 80-100 per cent of its assets in equity and equity-related instruments. Exposure to debt and money market instruments would be around 20 % of the corpus. Relatively high exposure to sectors and companies that are doing well or are expected to do well; avoiding significant exposure to cyclicals.

RETURNS CALCULATOR for HDFC Growth Fund -Direct Plan - Dividend 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.



Key Performance and Risk Statistics of HDFC Growth Fund -Direct Plan - Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Growth Fund -Direct Plan - Dividend Option 14.83 0.72 4.62 1.0 - -
Equity Funds Large Cap

PEER COMPARISION of HDFC Growth Fund -Direct Plan - Dividend Option

Data as on - 23-05-2018
Scheme Name Launch
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PORTFOLIO ANALYSIS of HDFC Growth Fund -Direct Plan - Dividend Option

Asset Allocation (%)

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