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HDFC Core & Satellite Fund-Growth

Ranked 105 out of 310 in - India over 36 months
All calculations are in INR unless stated

Objective

The objective of the Scheme is to generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. The asset allocation under the respective Plans will be as follows: - Equity & Equity related instruments: 90 - 95%, Fixed Income Securities (including securitised debt of upto 10% of net assets & Money Market instruments): 5 - 10%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/01/2015 - 31/01/2018
  • Rank 105/310 Total Return
  • Rank 298/310 Standard Deviation
  • Rank 278/310 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 38.7% 12.1% 5.3% 1.9% 15.4%
2016 2.1% -10.5% 11.4% 4.5% -2.0%
2015 5.0% -2.4% 0.7% 0.1% 6.7%
2014 51.5% 6.8% 33.5% 1.0% 5.2%
2013 -2.3% -12.0% -4.2% -4.6% 21.5%
2012 23.0% 14.1% -3.5% 6.0% 5.4%
2011 -26.0% -7.0% -0.6% -11.3% -9.7%
2010 28.3% 5.1% 4.1% 16.3% 0.8%
2009 102.3% -5.5% 56.5% 25.7% 8.8%
2008 -54.6% -26.1% -20.3% 3.9% -25.7%
2007 43.7% -7.2% 12.9% 13.4% 21.0%
2006 37.0% 26.6% -12.7% 13.9% 8.9%
2005 54.3% 0.4% 9.2% 28.5% 9.6%
2004 19.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date29/09/2004
  • Share Class size4,165Mn
  • Base currencyINR
  • ISIN INF179K01574

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).