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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – HDFC Top 200

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Fund Name: HDFC Top 200 (G)

Ranked #5 by CRISIL

Category: Large Cap

Expense Ratio: 2.25%

Risk Level: Medium

Benchmark: BSE 200

Objective:  To generate long term capital appreciation from a portfolio of equity and equity-linked instruments primarily drawn from the companies in BSE 200 index.

Returns (Annualized)

1-Year3-Year5-Year
4.05%1.42%20.45%

Our Review

HDFC top 200 (G) fund was launched in the year 1996. It invests in the top 200 scrips of the BSE 200 index. Since inception, it has generated returns of 21.57% annualized.

It invests up to 90% in equity instruments and rest in debt. This fund has been in the news for both best performance as well as worst performance. The past 3 years have been dismal for it. It has failed to even match the benchmark index in the last year. Though the fund has given brilliant returns in the last 5, 7 and 10 years, the past 3 years have been a night mare for it. For now, you can avoid this fund as there are better funds in the category to look at.

  • Sneha

    Has the fund lost its shine of late?

    • Av Suresh

      Sneha, the fund has slightly lost its sheen in the recent times. However, it has been a top class performer since the past decade. Always look at the long term performance of mutual funds.

      • Vishal Rochlani

        Mr. AV Suresh,

        You are correct it has been not performing since the last 3 years, would you recommend this fund now to your clients even now as compared to other funds in this category. It is not necessary that a fund which was doing good five years ago, will do good for the next 5 years. There are many other examples of funds which were doing well previously however not doing well now.

  • Vijay

    Who is the fund
    manager for this fund?

    • Av Suresh

      Prashant Jain has been managing this fund since beginning.

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