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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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HDFC Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive
3.0 star
INVEST NOW
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HDFC Growth Opportunities Fund Direct Growth

Equity
Large & Mid Cap
2.0 star
INVEST NOW
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HDFC Hybrid Equity Fund Direct Plan Growth

(-2.6%)

HDFC Growth Opportunities Fund Direct Growth

(-3.5%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio1.15%2.08%-
NAV₹54.6 (29-Sep-2020)₹107.6 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹17,053Cr₹1,391Cr-
Returns
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1Y
-2.6%
-3.5%
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3Y
2.9%
1.3%
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5Y
8.0%
5.1%
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Pros & Cons
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Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Found nothing so far.
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Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio - 2.11%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.8%
Infosys Ltd.
7.7%
ICICI Bank Ltd.
6.4%
Housing Development Finance Corpn. Ltd.
5.3%
Reliance Industries Ltd.
4.8%
Aurobindo Pharma Ltd.
3.5%
Larsen & Toubro Ltd.
3.1%
ITC Ltd.
3.0%
Tata Sons Ltd.
3.0%
Axis Bank Ltd.
2.2%
Name
Assets
Reliance Industries Ltd.
7.2%
Infosys Ltd.
6.8%
ICICI Bank Ltd.
6.8%
State Bank of India
5.1%
National Thermal Power Corp. Ltd.
5.0%
Tata Consumer Products Ltd.
4.7%
Bharat Petroleum Corpn. Ltd.
3.8%
HDFC Bank Ltd.
3.8%
ITC Ltd.
3.3%
Emami Ltd.
3.0%
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Fund Manager
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Name
Chirag Setalvad
Vinay R Kulkarni
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Education

Mr. Setalvad is a B. Sc and MBA from University of North Carolina.

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.

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Experience

Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.

Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

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About Fund
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Description

HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.

HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.

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Launch Date
30 Jun 2000
30 Jun 2000
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Custodian
HDFC Bank
Citibank NA
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Registrar & Transfer Agent
Cams
Cams
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