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Fincash » Mutual Funds » HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund - G

NAV  ₹258.887 ↑ 2.41  (0.94 %) as on 1 Dec 23

(Erstwhile HDFC Large Cap Fund)

Scheme Objective

The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization.

HDFC Growth Opportunities Fund is a Equity - Large & Mid Cap fund launched on 18 Feb 94. It is a fund with Moderately High risk and has given a CAGR return of 12.7% since its launch.  Ranked 63 in Large & Mid Cap category.  Return for 2022 was 8.2% , 2021 was 43.1% and 2020 was 11.4% .

Below is the key information for HDFC Growth Opportunities Fund

NAV as on 1 Dec 23₹258.887 ↑ 2.41  (0.94 %)
Net Assets (AUM) as on 31 Oct 2023 ₹11,883 Cr.
Launch Date18 Feb 1994
CategoryEquity - Large & Mid Cap
Rating
TypeOpen Ended Fund
RiskModerately High
AMCHDFC Asset Management Company Limited
Alpha Ratio3.66
Expense Ratio2.01 %
Sharpe Ratio0.945
Information Ratio1.36
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 9.8%
3 Month 7.2%
6 Month 23.2%
1 Year 25.1%
3 Year 28.2%
5 Year 19.3%
10 Year
15 Year
Since launch 12.7%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2022 8.2%
2021 43.1%
2020 11.4%
2019 6.6%
2018 -3.8%
2017 29.4%
2016 3.9%
2015 -4.8%
2014 27.5%

Growth of 10k Over Years

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,863
30 Nov 20₹11,334
30 Nov 21₹17,171
30 Nov 22₹19,242
30 Nov 23₹23,985
HDFC Growth Opportunities Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash3.4%
Equity96.6%
HDFC Growth Opportunities Fund Asset Allocation

Sector Allocation

SectorValue
Financial Services27.95%
Consumer Cyclical13.29%
Industrials11.3%
Technology11.01%
Health Care8.11%
Basic Materials7.73%
Energy4.09%
Utility3.98%
Consumer Defensive3.82%
Communication Services3.61%
Real Estate1.71%
HDFC Growth Opportunities Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK
Banks - Regional5%₹602 Cr4,080,204
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 12 | ICICIBANK
Banks - Regional4%₹427 Cr4,663,173
↑ 500,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 04 | INFY
Information Technology Services2%₹278 Cr2,030,379
↑ 257,130
State Bank of India (Financial Services)
Equity, Since 30 Jun 14 | SBIN
Banks - Regional2%₹238 Cr4,210,091
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT
Engineering & Construction2%₹214 Cr730,535
Reliance Industries Ltd (Energy)
Equity, Since 31 May 07 | RELIANCE
Oil & Gas Refining & Marketing2%₹209 Cr913,093
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 22 | TCS
Information Technology Services2%₹194 Cr575,004
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK
Banks - Regional2%₹187 Cr1,300,000
Mphasis Ltd (Technology)
Equity, Since 31 Oct 21 | 526299
Information Technology Services2%₹181 Cr850,734
Gland Pharma Ltd (Healthcare)
Equity, Since 31 Jan 23 | GLAND
Drug Manufacturers - General1%₹171 Cr1,105,800
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Fund Managers

NameSinceTenure
Gopal Agrawal16 Jul 203.29 Yr.
Dhruv Muchhal22 Jun 230.36 Yr.

Custodians

CompanyAddress
Deutsche Bank AGDeutsche Bank AG,Kodak House, 22, D.N. Road,
HDFC Bank LtdHDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W),
Citibank N.A. IndiaTrent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East),

Registrar & Transfer Agent

Computer Age Management Services Ltd
AddressNew No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam
FAX91-44-28283610
Emailenq_L@camsonline.com

Administrator Companies

CompanyAddress
HDFC Mutual Fund2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate

Auditors

CompanyAddress
S. R. BATLIBOI & CoExpress Tower, 6th Floor,Nariman Point,Mumbai
BSR & Co. LLPBSR & Co. LLP

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
HDFC Growth Opportunities Fund
Growth
₹258.887
↑ 2.41
23.19 %25.05 %28.22 %19.34 %
HDFC Growth Opportunities Fund
Normal Dividend, Payout
₹32.525
↑ 0.30
23.19 %17.87 %25.73 %17.3 %
HDFC Growth Opportunities Fund
Normal Dividend, Reinvestment
₹32.525
↑ 0.30
23.19 %17.87 %25.73 %17.3 %
Data as on 1 Dec 23

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.