HDFC Equity Savings Direct Plan Dividend+0.40%

5Groww
1.53%
1 Year Return
Hybrid
Equity Savings
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Equity Savings Direct Plan Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.18%
NAV11.5 (23 Aug 2019)
Fund Started01 Jan 2013
Fund Size5,138 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Equity Savings Direct Plan Dividend
1.5%
8.1%
8.6%
9.4%
Category Average
1.0%
5.7%
NA
-
Rank within category
9
1
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 1.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Housing Development Finance Corpn. Ltd.FinancialEquity5.7%
    Reliance Industries Ltd.EnergyEquity5.1%
    ICICI Bank Ltd.FinancialEquity5.1%
    Infosys Ltd.TechnologyEquity4.1%
    National Thermal Power Corp. Ltd.EnergyEquity3.9%
    Federal Bank Ltd.FinancialFixed Deposits3.7%
    State Bank of IndiaFinancialEquity3.4%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    HDFC Bank Ltd.FinancialEquity2.5%
    IDFC First Bank Ltd.FinancialFixed Deposits2.4%
    See All

    Fund Managers

    addAnil Bamboli
    Education
    Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
    Experience
    Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.
    Funds Managed
    addKrishan Kumar Daga
    Education
    Mr. Daga is a B.Com (H).
    Experience
    Prior to joining HDFC AMC he has worked with Reliance Mutual Fund, Reliance Capital Ltd., Deutsche Securities, B&K Securities, Brics Securities, JP Morgan Securities and HSBC Securities.
    Funds Managed
    addAmar Kalkundrikar
    Education
    Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
    Experience
    Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.
    Funds Managed

    Other Details

    HDFC Equity Savings Direct Plan Dividend is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Anil Bamboli, Vinay Kulkarni, Krishan Daga is the Current Fund Manager of HDFC Equity Savings Direct Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹5,138 Cr and the Latest NAV as of 23 Aug 2019 is ₹11.5.

    The HDFC Equity Savings Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days.

    Investment Objective

    The investment objective of the scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market 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
    For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days
    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
    29 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    + ₹1,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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