CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
HDHDFC MFRegular · Growth

HDFC Equity Opportunities Fund - Series 2 - 1126 Days - May 2017 (1) - Regular Plan - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 14 Jan 2022₹14.32+0.29%
AUM₹88 Cr
Expense Ratio2.20%
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%
Asset Allocation
Domestic Equity92.5%
Cash & Equivalents7.3%
Other0.1%
Fund Managers
SR
Srinivasan Ramamurthy
Fund Manager
Key Information
2.20%
—
₹5,000
—
Nil
Inception15 Jun 2017
AMCHDFC MF
Top Holdings
1Infosys LimitedSoftware10.18%
2ICICI Bank Ltd.Banks9.35%
3HDFC Bank Ltd.Banks7.64%
4Reliance Industries Ltd.Petroleum Products6.07%
5Tata Consultancy Services Ltd.Software6.02%
6TREPS - Tri-party Repo5.73%
7Kotak Mahindra Bank LimitedBanks4.52%
8Bharti Airtel Ltd.Telecom - Services3.62%
9HCL Technologies Ltd.Software3.48%
10Hindustan Unilever Ltd.Consumer Non Durables3.42%
Sector Allocation
Software21.7%
Banks21.5%
Petroleum Products6.1%
Other5.7%
Auto3.9%
Telecom - Services3.6%
Consumer Non Durables3.4%
Cement & Cement Products2.6%
Insurance2.3%
Finance2.1%
Healthcare Services2.0%
Transportation1.9%
Ferrous Metals1.8%
Power1.7%
On This Page
NAV growthAsset allocationTop holdings
Similar Funds
TRUSTMF Small Cap Fund - Growth - Direct PlanTrust MF+28.42%TRUSTMF Small Cap Fund - IDCW - Direct PlanTrust MF+28.42%Kotak Healthcare Fund - Growth - Direct PlanKotak MF+26.51%Kotak Healthcare Fund - IDCW - Direct PlanKotak MF+26.50%Kotak Healthcare Fund - IDCW Payout - Direct PlanKotak MF+26.50%
Compare With

TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Trailing Returns
PeriodReturns
1 Day+0.29%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.20%
—
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