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HDFC Growth Fund (G)

PLAN: Regular OPTIONS: Growth
131.165 1.03 (0.79%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : HDFC Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Diversified Equity category by Crisil (for quarter ended Mar 2014) down from Rank 4 last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.2 106
3 mth 1.6 139
6 mth 10.7 133
1 year 43.4 103
2 year 18.3 111
3 year 21.8 66
5 year 13.1 42

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.9 23.4 2.6 - -
2013 -7.5 -3.1 -5.0 11.5 -2.3
2012 16.1 -1.8 7.7 2.6 27.5
2011 -6.0 -0.2 -9.5 -6.2 -21.5
2010 1.1 7.9 15.4 -1.0 26.5
2009 -8.6 46.7 18.6 6.4 72.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.2 1.6 10.7 43.4 18.3 21.8 13.1
Category avg -0.7 3.6 14.8 40.4 18.1 10.9 5.1
Difference of Fund returns and Category returns -0.5 -2.0 -4.1 3.0 0.2 10.9 8.0
Best of category 7.5 10.9 33.4 78.3 45.9 42.8 23.0
Worst of category -4.5 -11.7 -7.0 6.8 8.1 9.8 -7.5
Benchmark returns # -2.8 1.8 10.7 31.3 19.9 20.5 10.7
Difference of Fund returns and Benchmark returns 1.6 -0.2 0.0 12.1 -1.6 1.3 2.4
HDFC Growth Fund (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

To generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 11, 2000
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 1,140.48 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Srinivas Rao Ravuri
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Ramon House, 3rd Floor,169, Backbay Reclamation, Churchgate, Mumbai, 400020
Tel. No. 66316333
Fax No. 91 22 22028862
Email jmathews@hdfcindia.com
Website http://www.hdfcfund.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
14,114.11 1.9 12.9 53.9 29.2 15.8
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 6.6 21.9 57.4 34.8 20.6
Franklin High Growth Cos (G) Rank 1
799.94 10.1 32.5 76.6 41.1 19.6
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 6.8 22.4 58.6 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 2.1 13.4 55.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 103.97 8.35
Infosys Technology 103.97 8.35
ICICI Bank Banking/Finance 103.51 8.31
ICICI Bank Banking/Finance 103.51 8.31
SBI Banking/Finance 87.54 7.03
SBI Banking/Finance 87.54 7.03
Reliance Oil & Gas 78.46 6.30
Reliance Oil & Gas 78.46 6.30
HDFC Bank Banking/Finance 59.39 4.77
HDFC Bank Banking/Finance 59.39 4.77

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 60.22 30.15 20.64
Oil & Gas 32.52 18.92 14.37
Technology 28.26 17.11 12.65
Automotive 13.56 6.91 3.60
Engineering 12.64 10.79 6.32
Pharmaceuticals 12.36 8.43 5.33

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 98.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.00

View All

Concentration

Holdings (%)
Top 5 40.35
Top 10 69.52
Sector (%)
Top 3 121.00

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