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you are here: Moneycontrol Mutual Funds Large & Mid Cap Fund HDFC Mutual Fund HDFC Growth Opportunities Fund (G)

HDFC Growth Opportunities Fund (G)

Previous Name: HDFC Large Cap Fund - (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 130496
Fact Sheet
108.914 -0.41 ( -0.38 %)
NAV as on 18 Jan, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
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Info

Average performance in the category

The scheme is ranked 3 in Large & Mid Cap Fund category by Crisil (for quarter ended Sep 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

Chart

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Returns (NAV as on Jan 18, 2019)
Period Returns(%) Rank#
1 Month 0.6 2
3 Months 5.0 18
6 Months 2.5 7
1 Year -5.2 8
2 Years 9.6 27
3 Years 12.0 33
5 Years 9.7 39

# Moneycontrol Rank within 41 Large & Mid Cap Fund 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 -5.9 1.6 0.8 0.5 -3.0
2017 11.3 3.7 -0.8 9.9 29.3
2016 -3.1 6.5 3.9 -5.0 3.5
2015 1.9 -1.1 -8.0 0.1 -5.0
2014 5.6 11.5 3.5 4.7 27.3

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large & Mid Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.6 5 2.5 -5.2 9.6 12 9.7
Category average -0.3 4.8 -1.6 -8.8 11.4 13.6 17.2
Difference of Fund returns and Category returns 0.9 0.2 4.1 3.6 -1.8 -1.6 -7.5
Best of Category 0.6 7.5 4.9 -0.9 16.8 20.9 28.3
Worst of Category -2.1 0.7 -11.6 -19.3 4.7 8.9 9.7
Benchmark returns # -0.2 6 -0.2 -1 13.4 14.4 12.1
Difference of Fund returns and Benchmark returns 0.8 -1 2.7 -4.2 -3.8 -2.4 -2.4
# 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:

    Growth

  • Launch Date:

    Sep 01, 0994

  • Benchmark:

    S&P BSE 100

  • Asset size (Rs Cr):

    1159.28 ( Dec 31, 2018 )

  • Asset Date:

    Dec 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.2.00 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(%)
Mirae Asset Emerging Bluechip Fund - Direct Plan (G) 1,148.06 52.7 6.1 4.9 -5.2 20.9 28.3
Mirae Asset Emerging Bluechip Fund (G) 4,774.72 49.9 5.8 4.4 -5.9 20.0 27.2
DSP Equity Opportunities Fund - Regular Plan (G) 4,660.79 207.5 4.5 -1.0 -9.9 14.8 16.8
Aditya Birla Sun Life Equity Advantage Fund (G) 4,458.71 382.8 2.3 -8.0 -13.4 12.6 17.5
Canara Robeco Emerging Equities (G) 3,313.30 88.9 5.1 -2.7 -8.7 17.2 26.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Dec 31, 2018
Company Sector Value %Assets
SBI Banking/Finance 96.45 8.32
NTPC Utilities 87.06 7.77
Infosys Technology 90.08 7.51
ICICI Bank Banking/Finance 79.88 6.89
ITC Tobacco 63.07 5.44
GAIL Oil & Gas 44.98 3.88
Reliance Oil & Gas 38.60 3.33
BPCL Oil & Gas 36.63 3.18
HDFC Bank Banking/Finance 36.87 3.16
Indian Hotels Services 30.95 2.67
Asset Allocation (%) As on Dec 31, 2018
Equity 96.45
Others 0.14
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.41
Sector Allocation (%) As on Dec 31, 2018
Sector %
Banking/Finance 21.12
Oil & Gas 16.00
Utilities 12.70
Technology 7.64
Tobacco 5.44
Pharmaceuticals 4.63
Concentration As on Dec 31, 2018
Holdings %
Top 5 35.93
Top 10 96.45
Sectors %
Top 3
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