HDFC Growth Opportunities Fund - Growth Option

(Erstwhile HDFC Large Cap Fund - Regular Growth Plan)
Fund House: HDFC Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 18-02-1994
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 2.46% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,106.9 Cr As on (30-04-2021)
Turn over: 10.42% | Exit Load: 1% for redemption within 365 days

152.305

10.51%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY LARGE MIDCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 10 Months
11 Years 11 Months
12 Years 1 Months
23 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility 14.31
Sharp Ratio 0.027
Alpha 1.1
Beta 1.012
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Growth Opportunities Fund - Growth Option 18-02-1994 78.22 17.93 11.85 13.11 9.79
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 81.54 15.64 8.3 10.72 12.21
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 79.67 18.06 9.69 11.98 11.54
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 78.37 26.11 18.1 20.96 22.27
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 28-02-1993 72.72 18.97 12.49 14.15 14.39
IDFC Core Equity Fund - Regular Plan - Growth 09-08-2005 71.99 16.61 9.01 13.74 11.35
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 71.04 16.02 8.57 10.57 9.92
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 70.37 18.48 9.42 13.39 13.88
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 70.18 16.71 10.62 13.37 12.5
DSP Equity Opportunities Fund-Regular Plan - Growth 20-05-2000 70.05 21.12 12.44 15.95 13.98

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.9%

Others

8.2%

Large Cap

50.69%

Mid Cap

35.21%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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