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On 5-Years SIP, This Large-Cap CRISIL Rated Fund Has Offered Over 33% Returns

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Over the long term, a mutual fund investor wants his or her plan to outperform the benchmark. Any underperformance by the Mutual Fund scheme could reflect adversely on the fund manager's management skills. Over the 10-year period ending in December 2021, the majority of actively managed large-cap equity funds in India underperformed the large-cap benchmark, with 67.61 per cent of large-cap funds underperforming. This particular large-cap mutual fund mentioned here also outperformed the category average returns on short term investment. However, the fund has offered promising returns on long term SIP.

 

HDFC Top 100 Fund - Direct Plan - Growth

HDFC Top 100 Fund - Direct Plan - Growth

This large-cap equity fund from the HDFC Mutual Fund is a 25-year-old fund launched on 11 October 1996. It is an open-ended medium-sized fund of its category that invest in large-cap companies for capital gains. The size of the Asset Under Management (AUM) of this fund is Rs 21023.24 crore. As of 16th May 2022, the fund has a Net Asset Value (NAV) of Rs 682.545. The fund has an expense ratio slightly higher than its category average, standing at 1.19%, whereas, the category average expense ratio is 1.09%. 


It is a moderate risky fund as the fund is an equity fund that invests in large-cap companies. It has been rated 2-star by the rating agency CRISIL, also, the fund is rated 1-star by the Value research.  One can start investing in this fund, with minimum investment as a lump-sum payment of Rs 5,000 and for it is Rs 500. There is no lock-in period, however, it charges 1% on redemption within 365 days of the investment. 

Absolute & Annualised Returns
 

Absolute & Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 12.36% average annual returns.

TenureAbsolute ReturnsAnnualised Returns
1 Year10.70%10.64%
2 Year79.81%34.04%
3 Year35.86%10.74%
5 Year56.88%9.42%
Since Inception198.13%12.36%

SIP Returns

TenureAbsolute ReturnsAnnualised Returns
1 Year-3.88%-7.13%
2 Year16.90%15.83%
3 Year25.30%15.22%
5 Year33.58%11.53%
Portfolio

Portfolio

The fund has 97.12% investment in equities of which 83.26% is in large-cap stocks, 5.54% is in mid-cap stocks. The fund has the majority of its money invested in the Financial, Energy, Technology, Healthcare, and Materials sectors. The fund's top holdings are in Reliance Industries Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., and State Bank of India (SBI).

Disclaimer

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Read more about: mutual funds hdfc mutual fund crisil
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