HDFC Equity Fund Growth-0.63%

-13.01%
1 Year Return
Equity
Multi Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.80%
NAV₹569.87 (29 Oct 2020)
Fund Started01 Jan 1995
Fund Size₹18,424 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Equity Fund Growth
-13.0%
-3.2%
4.7%
16.9%
Category Average
-0.4%
1.8%
7.3%
-
Rank within category
57
39
35
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with -13.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Lower expense ratio
    3. Age is more than 10 years
    4. Lower expense ratio - 1.8%
    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. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark
    8. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    9. Risk-adjusted returns are lower compared to the category
    10. 1Y Returns are lower than the category average returns
    11. 3Y Returns are lower than the category average returns
    12. 5Y Returns are lower than the category average returns
    13. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity8.4%
    ICICI Bank Ltd.FinancialEquity8.3%
    State Bank of IndiaFinancialEquity7.8%
    Larsen & Toubro Ltd.ConstructionEquity5.7%
    ITC Ltd.FMCGEquity4.6%
    Power Grid Corporation of India Ltd.EnergyEquity4.4%
    National Thermal Power Corp. Ltd.EnergyEquity4.2%
    Coal India Ltd.EnergyEquity3.7%
    Reliance Industries Ltd.EnergyEquity3.7%
    Axis Bank Ltd.FinancialEquity3.4%
    See All

    Fund Managers

    addPrashant Jain
    Education
    Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA.
    Experience
    Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.
    Funds Managed
    addAnand Laddha
    Education
    Mr. Laddha has done B.Com. and CA
    Experience
    Prior to joining HDFC Asset Management Company Limited, he has worked with Refco-Sify Securities India Pvt. Ltd. Last Position Held - AVP - FII Equity & Derivative Sales. Alchemy Share & Stock Brokers Pvt. Ltd. Last Position Held - Equity & Derivative Sales.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
    Funds Managed
    addChirag Dagli
    Education
    Mr. Dagli has done B. COM and Chartered Accountant.
    Experience
    Prior to joining HDFC AMC, he has worked with Aviva India Life Insurance Company Ltd., ICICI Securities Ltd., Pioneer Invest Corp, Deutsche Equities, Citigroup Global Markets.
    Funds Managed

    HDFC Equity Fund Growth Details

    HDFC Equity Fund Growth is a Equity Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 01 Jan 1995. Prashant Jain is the Current Fund Manager of HDFC Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹18,424 Cr and the Latest NAV as of 29 Oct 2020 is ₹569.87.

    The HDFC Equity Fund 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)

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

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    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
    E-mail
    cliser@hdfcfund.com
    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,
    Email
    enq_h@camsonline.com
    Website
    www.camsonline.com
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