HDHDFC MFDirect · IDCW

HDFC Equity Opportunities Fund - Series 2 - 1126 Days - May 2017 (1) - IDCW - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 14 Jan 2022₹10.00-32.40%
AUM₹88 Crfrom this fund's primary plan
Expense Ratio0.75%
CAGR
Exit Load
Min SIP
Launched2017

Investment Objective

To achieve long term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalization. There is no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Debt & MMI0%–20%
Equity & Equity Related Instruments80%–100%
Fund Managers
SR
Srinivasan Ramamurthy
Fund Manager
Key Information
0.75%
₹5,000
Nil
Inception15 Jun 2017
AMCHDFC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-32.40%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.75%
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme