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HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund is an open-ended equity scheme that invests in large cap and mid cap stocks. It aims to generate long-term capital appreciation/income from a portfolio constituting equity and equity related securities of primarily large cap and midcap companies. The scheme would mainly park money in businesses spanning entire market capitalization which:

a) are likely to have above average growth

b) have superior financial strength

c) enjoy distinct competitive advantages

d) are trading at relatively attractive valuations; and/or

e) have value unlocking potential.

About HDFC Mutual Fund: HDFC Mutual Fund is one of the India’s leading mutual fund managers, with AUM of Rs. 3.7 trillion. It offers a range of savings and investment products across different asset classes. HDFC Mutual Fund holds a dominant position in equity investments, with the highest market share in actively managed equity-oriented funds.

(Note - All the information contained in this page has been sourced from the official website of HDFC Mutual Fund and HDFC Securities.)

Features of HDFC Growth Fund

The features of HDFC Growth Opportunities Fund are as under:

Expense Ratio (%)2.40
1373.73 (Rs. in crore) as on November 30, 2019Open Ended
Exit Load (%)1
Min Investment5,000
Fund CategoryEquity
BenchmarkNIFTY Large Midcap 250 (Total Returns Index)

Source: HDFC Securities website

Asset Allocation of HDFC Growth Opportunities Fund

The below is the asset allocation in case of equity fund:

  • Equity: 97.17%
  • Debt: 2.83%

Statistics of HDFC Growth Opportunities Fund

StatisticFund (%)Index (%)
Sharpe Ratio0.020.00
Treynor Ratio0.000.00
Sortino Ratio-0.45-0.49

Source: HDFC Securities website

Sector Allocation of HDFC Growth Opportunities Fund

Banks - Private Sector22.62%
Power Generation and Supply19.44%
Banks - Public Sector 17.23%

Source: HDFC Securities website

Performance of HDFC Growth Opportunities Fund

Plan NameNAV DateNAV Amount (Rs.)
HDFC Growth Opportunities Fund - Growth Option - Direct Plan04 Dec, 2019117.0630
HDFC Growth Opportunities Fund - Growth Option04 Dec, 2019115.7140
HDFC Growth Opportunities Fund - Dividend Option - Direct Plan04 Dec, 201922.6290
HDFC Growth Opportunities Fund - Dividend Option04 Dec, 201919.4370

Source: HDFC Mutual Fund website

Top Holdings of HDFC Growth Opportunities Fund

Top HoldingsValue (Rs. Cr)Hold %
ICICI Bank110.17318.15
St Bk of India109.19168.07
Reliance Inds.87.81946.49

Source: HDFC Securities website

How to Invest in HDFC Growth Fund

To invest in HDFC mutual funds online, users will first need to create a mutual fund account. The steps to open a Digify Mutual Fund account online are:

1 - Enter details on the Registration page

2 - Fill in the OTP received on registered mobile number and email ID

3 - Enter PAN and select Proceed

4 - Put in Bank details and PAN to check KYC compliance

5 - Check auto-populated FATCA and Compliance Questionnaire fields and press on Proceed

There is also the facility to invest in mutual fund scheme through the offline route. The individual will need to visit a branch office, fill up the application form and submit the necessary documents to invest in schemes of his or her choice.

Documents Required for HDFC Growth Opportunities Fund

The documents that are generally required to invest in a mutual fund include:

  • Filled-up application form
  • Photo ID proof: PAN Card / Voters ID / Passport / Driving License / UID (Aadhaar)
  • Address proof: Bank statement not more than 3 months old / Bank Passbook / Telephone bill / Electricity bill / Ration Card/ Passport / Voter Id Card/ Registered Lease or Sale Agreement for Residence/ Driving License / Flat Maintenance bill / Insurance copy