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HDFC Growth Opportunities Fund - Direct Dividend Plan

(Erstwhile HDFC Large Cap Fund - Direct Dividend Plan)

Category: Equity Funds Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.1% As on (30-06-2017)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,312.43 Cr As on (31-07-2017)
Turn over: 11.31%
NAV as on

(%)

CAGR Since Inception

%

Nifty 50 Index 13.96%

PERFORMANCE of HDFC Growth Opportunities Fund - Direct Dividend Plan

Scheme Performance (%)

Data as on - 19-06-2018

Yearly Performance (%)

Fund Managers

Mr. Rakesh Vyas, Mr. Vinay R Kulkarni

Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur. Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.

Investment Objective

The scheme aims at long term capital appreciation by investing primarily in equities and equity related securities of large cap companies. Companies identified for selection in the portfolio will have demonstrated a potential to grow at a reasonable rate for the medium to long term.

RETURNS CALCULATOR for HDFC Growth Opportunities Fund - Direct Dividend Plan

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 Growth Opportunities Fund - Direct Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Growth Opportunities Fund - Direct Dividend Plan 14.3 0.43 1.23 1.01 - -
Equity Funds Large Cap

PEER COMPARISION of HDFC Growth Opportunities Fund - Direct Dividend Plan

Period
Data as on - 19-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
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Ret (%)
5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of HDFC Growth Opportunities Fund - Direct Dividend Plan

Asset Allocation (%)

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