HDFC Top 100 Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 944.788 -1.267(-0.134 %) NAV as on 18 Sep 2023
Scheme Objective: To provide long-term capital appreciation/income by investing predominantly in Large-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Performance (As on 18 Sep 2023)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 21.68 % | 22.60 % | 26.99 % | 14.11 % | 14.26 % |
| NIFTY 100 | 18.22 % | 11.74 % | 19.88 % | 11.67 % | N/A |
Portfolio
Large-cap funds invest at least 80% of their portfolio in stocks whose market capitalisations are within the top 100. As they invest in stocks of large companies, they tend to have lower volatility compared to funds that invest in stocks of smaller companies. The Nifty 100 or the BSE 100 index are typically the market indices against which performance can be measured.
Large-cap funds suit investors of all risk appetites. The minimum period for which these funds need to be held is 5 years.
Short-term: Holding period is less than 12 months.
Taxation: Capital gains are taxed at 15%
Long-term: Holding period is 12 months or more.
Taxation: Capital gains up to Rs 100,000 each financial year is tax-exempt. Remaining capital gains is taxed at 10%. For investments made on or before January 31st, 2018: Capital gain up to this date is tax-free.
