Home>Mutual Funds>HDFC Mutual Fund>HDFC Equity Direct Plan Growth
shareSHARE

HDFC Equity Direct Plan Growth-1.25%

13.93%
1 Year Return
Equity
Multi Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Equity Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.30%
NAV₹803.74 (21 Jan 2021)
Fund Started01 Jan 2013
Fund Size21,781 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.9%
4.7%
14.9%
13.3%
Category Average
18.2%
7.0%
14.2%
-
Rank Within Category
48
37
22
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.9% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.2%
Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
State Bank of IndiaFinancialEquity10.0%
ICICI Bank Ltd.FinancialEquity9.6%
Infosys Ltd.TechnologyEquity7.0%
Larsen & Toubro Ltd.ConstructionEquity6.1%
ITC Ltd.FMCGEquity5.2%
Coal India Ltd.EnergyEquity4.6%
National Thermal Power Corp. Ltd.EnergyEquity4.5%
Axis Bank Ltd.FinancialEquity3.9%
Power Grid Corporation of India Ltd.EnergyEquity3.6%
Power Finance Corpn. Ltd.FinancialEquity3.3%
See All

Fund Managers

Anand Laddha
keyboard_arrow_down
Amar Kalkundrikar
keyboard_arrow_down
Chirag Dagli
keyboard_arrow_down

HDFC Equity Direct Plan Growth Details

HDFC Equity Direct Plan Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Prashant Jain is the Current Fund Manager of HDFC Equity Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹21,781 Cr and the Latest NAV as of 21 Jan 2021 is ₹803.74.

The HDFC Equity Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

Investment Objective

The scheme seeks to generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year
Exit Load

Compare Funds

HDFC Equity Direct Plan Growth
VS
search

About HDFC Mutual Fund

Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
Website
NA
HDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Similar Funds