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Home>Mutual Funds>HDFC Mutual Fund>HDFC Equity Savings Direct Plan IDCW

HDFC Equity Savings Direct Plan IDCW

Hybrid
Equity Savings
Moderately High Risk
12.27%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2022₹13.75
Min. SIP amount₹500
Rating3
Fund size₹2,520.52Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns17.6%12.3%10.9%10.8%
Category average20.4%8.3%8.2%NA
Rank with in category384NA
Understand terms

Holdings (77)

NameSectorInstrumentAssets
FinancialEquity6.7%
FinancialEquity4.0%
TechnologyEquity3.9%
FinancialEquity3.7%
EnergyEquity3.3%
FinancialAdditional Tier 1 Bo3.3%
FinancialEquity3.0%
CommunicationEquity2.7%
MetalsEquity2.7%
HealthcareEquity2.6%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.27%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

1Y annualised returns lower than category average by 2.78%

Expense ratio, exit load and tax

Expense ratio: 1.28%

Inclusive of GST

Exit load

For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Anil Bamboli
Jan 2013 - Present
View details
Gopal Agrawal
Jul 2020 - Present
View details
Krishan Kumar Daga
Jan 2016 - Present
View details
Sankalp Baid
Jan 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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FAQs

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