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

HDFC Equity Savings Direct Plan IDCW

Hybrid
Equity Savings
High Risk
29.11%
1Y return
-0.39% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹13.73
Min. SIP amount₹500
Rating4star
Fund size₹2,443.28 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.1%10.8%10.9%10.8%
Category average20.4%8.3%8.2%NA
Rank with in category383NA
Understand termsinfo

Holdings (71)

NameSectorInstrumentAssets
FinancialEquity6.5%
TechnologyEquity4.6%
EnergyEquity4.2%
State Bank of India
FinancialEquity3.6%
FinancialEquity3.6%
FinancialAdditional Tier 1 Bo3.4%
FinancialEquity3.4%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity3.2%
HealthcareEquity3.2%
MetalsEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.31%

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 termsinfo
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
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Gopal Agrawal
Jul 2020 - Present
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Anand Laddha
Oct 2020 - Present
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Krishan Kumar Daga
Jan 2016 - Present
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Amar Kalkundrikar
Jan 2019 - Present
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Chirag Dagli
Jul 2019 - Present
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Sankalp Baid
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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