6M
1Y
3Y
5Y
All
Fund Details
HDFC Growth Opportunities Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.31% |
| NAV | ₹135.25 (22 Jan 2021) |
|---|---|
| Fund Started | 18 Feb 1994 |
| Fund Size | ₹1,699 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
14.9%
5.2%
11.5%
8.3%
Category Average
17.2%
5.4%
13.7%
-
Rank Within Category
19
12
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 14.9% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.34%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns
12. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 7.5% |
| ICICI Bank Ltd. | Financial | Equity | 7.5% |
| Reliance Industries Ltd. | Energy | Equity | 5.6% |
| State Bank of India | Financial | Equity | 5.4% |
| Tata Consumer Products Ltd. | FMCG | Equity | 4.3% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 4.2% |
| HDFC Bank Ltd. | Financial | Equity | 4.0% |
| Emami Ltd. | FMCG | Equity | 3.0% |
| ITC Ltd. | FMCG | Equity | 3.0% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 2.9% |
See All
Fund Managers
Vinay R Kulkarni
Education
Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.
Experience
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.
Funds Managed
Gopal 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
Anand 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
Amar 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
Chirag Dagli
Education
Mr. Dagli has done B. COM and Chartered Accountant.
Experience
Prior to joining DSP Mutual Fund, he has worked with HDFC AMC, Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
Funds Managed
HDFC Growth Opportunities Fund Regular Growth Details
HDFC Growth Opportunities Fund Regular Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 18 Feb 1994. Vinay Kulkarni is the Current Fund Manager of HDFC Growth Opportunities Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,699 Cr and the Latest NAV as of 22 Jan 2021 is ₹135.25.
The HDFC Growth Opportunities Fund Regular Growth 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
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HDFC Growth Opportunities Fund Regular Growth
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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
E-mail
cliser@hdfcfund.comWebsite
NAHDFC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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