HDFC Value Fund - Growth Plan

HDFC Value Fund - Growth Plan is a scheme launched by HDFC Mutual Fund on February 01, 1994, and falls under the Value fund category. It currently manages an AUM of Rs 7,348.29 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.84% for managing the portfolio.

• Investing Strategy:

  To achieve capital appreciation/income in the long term by primarily investing in undervalued stocks.

• Performance:

  HDFC Value Fund - Growth Plan trailing returns over different times are -1.81% (1 year), 18.22% (3 year) and 22.73% (5 year). The average annual return of this fund stands at 3.94%.