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you are here: Moneycontrol Mutual Funds Large Cap HDFC Mutual Fund HDFC Growth Opportunities Fund (D)

HDFC Growth Opportunities Fund (D)

Previous Name: HDFC Large Cap Fund - (D)
Plan: Regular | Option: Dividend | Type : Open-Ended | AMFI Code: 111679
Fact Sheet Buy
20.696 0.08 ( 0.37 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Info

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

HDFC Large Cap Fund has been renamed as HDFC Growth Opportunities Fund w.e.f. May 23, 2018

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 1.2
3 Months 3.3
6 Months -13.5
1 Year -5.2
2 Years 14.5
3 Years 6.8
5 Years 16.8

# Moneycontrol Rank within 117 Large Cap Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -15.2 - - - -
2017 0.0 3.7 -0.8 9.9 16.1
2016 -11.9 6.5 3.9 -5.0 -5.9
2015 -7.8 -1.1 -8.0 0.1 -14.0
2014 -1.8 11.5 3.5 4.7 18.4
2013 -5.6 3.0 -4.6 9.0 3.7

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.2 3.3 -13.5 -5.2 -5.2 14.5 6.8
Category average 1.5 3.6 -1.2 8.7 14.6 10 16.1
Difference of Fund returns and Category returns -0.3 -0.3 -12.3 -13.9 -19.8 4.5 -9.3
Best of Category 5 9.7 4.6 20.9 25.7 15.7 35.2
Worst of Category -0.1 -1.1 -22.9 -9.5 9.5 6.1 9.1
Benchmark returns # 2.4 6 1.2 11.6 15.5 9.5 14.8
Difference of Fund returns and Benchmark returns -1.2 -2.7 -14.7 -16.8 -20.7 5 -8
# Benchmark Index: S&P BSE 100

Investment Information

Investment Objective

To generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    Sep 01, 0009

  • Benchmark:

    S&P BSE 100

  • Asset size (Rs Cr):

    1255.56 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.2.25 View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Vinay Kulkarni
    View performance of schemes managed by the Fund Manager

  • Notes:

    HDFC Large Cap Fund has been renamed as HDFC Growth Opportunities Fund w.e.f. May 23, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit Load 1% if units are redeemed on or before the expiry of 1 year from the date of allotment.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 4,905.24 228.2 4.3 -1.8 8.3 11.1 19.0
SBI Blue Chip Fund - Direct Plan (G) 4,528.36 40.3 4.2 -0.9 9.6 11.8 20.3
Kotak Standard Multicap Fund - Direct Plan (G) 4,429.48 35 5.1 -1.0 9.6 14.6 23.0
ICICI Prudential Bluechip Fund (G) 12,639.52 40.2 4.3 -1.7 11.4 11.3 17.7
SBI Blue Chip Fund (G) 13,264.78 38.3 3.9 -1.5 8.4 10.6 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 107.69 10.09
NTPC Utilities 74.92 8.53
SBI Banking/Finance 76.57 8.46
Larsen Engineering 128.37 6.49
ICICI Bank Banking/Finance 82.57 6.02
Infosys Technology 70.92 5.89
Reliance Oil & Gas 108.60 5.57
ITC Tobacco 65.20 5.12
M&M Automotive 65.20 4.49
GAIL Oil & Gas 57.13 3.69
Asset Allocation (%) As on May 31, 2018
Equity 76.43
Others 3.65
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 19.92
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 24.84
Utilities 10.38
Oil & Gas 10.28
Technology 7.63
Automotive 7.57
Engineering 6.49
Concentration As on May 31, 2018
Holdings %
Top 5 39.59
Top 10 76.43
Sectors %
Top 3 45.5
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