HDFC Growth Opportunities Fund Direct Dividend+0.55%

-0.87%
1 Year Return
Equity
Large & Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Growth Opportunities Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.09%
NAV19.11 (23 Oct 2020)
Fund Started01 Jan 2013
Fund Size1,367 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Growth Opportunities Fund Direct Dividend
-0.9%
1.5%
4.4%
6.7%
Category Average
3.1%
1.8%
7.6%
-
Rank within category
22
14
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -0.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio - 2.09%
    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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity7.8%
    Infosys Ltd.TechnologyEquity7.5%
    ICICI Bank Ltd.FinancialEquity6.2%
    State Bank of IndiaFinancialEquity4.6%
    Tata Consumer Products Ltd.FMCGEquity4.5%
    National Thermal Power Corp. Ltd.EnergyEquity4.5%
    HDFC Bank Ltd.FinancialEquity3.7%
    Bharat Petroleum Corpn. Ltd.EnergyEquity3.4%
    Emami Ltd.FMCGEquity3.1%
    ITC Ltd.FMCGEquity3.0%
    See All

    Fund Managers

    addGopal Agrawal
    Education
    Mr.Agrawal is a B.E and MBM.
    Experience
    Prior to joining HDFC Mutual Fund he has worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund ,SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
    Funds Managed
    addAnand Laddha
    Education
    Mr. Laddha has done B.Com. and CA
    Experience
    Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    HDFC Growth Opportunities Fund Direct Dividend Details

    HDFC Growth Opportunities Fund Direct Dividend is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Vinay Kulkarni is the Current Fund Manager of HDFC Growth Opportunities Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,367 Cr and the Latest NAV as of 23 Oct 2020 is ₹19.11.

    The HDFC Growth Opportunities Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

    Compare Funds

    HDFC Growth Opportunities Fund Direct Dividend
    VS
    search

    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    30 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available