HDFC Growth Fund (Equity, Large Cap)

185.32
18.50%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.30%
17 yrs 3 months11 Sep 2000
₹ 1190.02 Cr17 Nov 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Exit Load: In respect of each purchase/switch in of units, an Exit load of 1.00% is payable if units are redeemed/switched out within 1 year from the date of allotment . No Exit load is payable if units are redeemed/switched out After 1 year from the date of allotment

Investment Objective

The scheme is aimed at generating long-term capital appreciation by investing 80-100 per cent of its assets in equity and equity-related instruments. Exposure to debt and money market instruments would be around 20 % of the corpus. Relatively high exposure to sectors and companies that are doing well or are expected to do well; avoiding significant exposure to cyclicals.

Scheme Documents

TenureReturns (CAGR)
YTD
32.00
1 Month
5.04
3 Month
8.59
1 YR
31.99
2 YR
20.60
3 YR
11.61
TenureReturns (CAGR)
1 YR
30.37
2 YR
25.62
3 YR
18.75
5 YR
17.97
10 YR
14.63

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.36
State Bank of India6.1
ITC Ltd.6.03
ICICI Bank Ltd.6
Larsen & Toubro Ltd.5.37
Reliance Industries Ltd.4.9
Infosys Ltd.4.6
Oil & Natural Gas Corpn. Ltd.3.53
Housing Development Finance Corpn. Ltd.3.53
Vedanta Ltd.3.29

Top Sectoral Holdings

Sector Name% Assets
Financial28.65
Energy20.26
Construction15.24
Metals6.46
FMCG6.13
Technology5.73
Automobile4.95
Healthcare3.94
Engineering2.31
Chemicals1.9

Indicators

Portfolio turnover ratio34.29
Standard Deviation15.39%
Beta1.09%
Sharpe Ratio0.54

Srinivas Rao Ravuri

Mr. Ravuri is a B.Com (H)and MBA (Finance).
Prior to joining HDFC Mutual Fund in 2004 he has worked with Motilal Oswal Securities Ltd., Edelweiss Capital Ltd. and Securities Capital Investments (I) Ltd.

Other Funds Managed by Srinivas Rao Ravuri

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