HDFC Standard Life - Opportunities Wealth Builder Fund

F00000H39M
NAV / 1-Day Return
77.37 / -1.56%
Total Assets
385.6 Bil
Inception Date
Jan 04, 2010
Expense Ratio
Fee Level
Load
None
Category
India Insurance Mid-Cap
Investment Style
Large Growth
Minimum Initial Investment
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
7.34
10.23
41.46
-8.92
0.25
21.81
36.55
-1.11
35.24
22.58
0.23
Category
7.30
9.59
42.42
-10.54
-3.46
18.64
41.42
3.61
39.61
25.11
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
3.18
Quartile Rank
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is third
Percentile Rank
44
60
60
1
8
22
67
100
73
61
# of Invest. in Cat.
17
16
16
16
15
15
19
18
19
24
Category Name
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap

Asset Allocation

Asset Class Investment Category Index
Equity 96.76 94.88
Fixed Income 0.00 0.10
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 3.24 5.21
Other 0.00 0.02

Stock Style

People

Inception Date
Jan 04, 2010
Number of Managers
1
Longest Tenure
15.5 Years
Average Tenure
15.5 Years
Advisor(s)
HDFC Life Insurance Co Ltd

Management Team

Jan 04, 2010 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Low
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
73 0
Bond Holding
0 0
Other Holding
1 0
Total Holding
74 0
Equity Holdings
73
Bond Holdings
0
Other Holdings
1
Total Holdings
74
% Assets in Top 10 Holdings
37
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Jun 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Others
17.30 Jun 30, 2025 66,710,271,538
2.57 Apr 30, 2024 9,910,138,604
INR Indian Rupee
2.93 Industrials
2.57 Jun 30, 2022 9,910,138,604
INR Indian Rupee
34.80 Technology
2.51 Feb 29, 2024 9,678,773,501
INR Indian Rupee
2.28 Financial Services
2.17 Mar 31, 2024 8,367,704,580
INR Indian Rupee
42.38 Basic Materials
2.13 Mar 31, 2024 8,213,461,178
INR Indian Rupee
38.44 Healthcare
2.04 Sep 30, 2020 7,866,413,522
INR Indian Rupee
39.32 Financial Services
2.01 May 31, 2020 7,750,730,971
INR Indian Rupee
16.30 Financial Services
1.94 Jan 31, 2024 7,480,805,016
INR Indian Rupee
20.56 Financial Services
1.88 Feb 28, 2023 7,249,439,913
INR Indian Rupee
9.93 Technology
Holdings as of Jun 30, 2025 | The top 74 largest holdings are available for display across Equity, Bond and Other.

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