HDFC Equity Savings Direct Plan Growth

Hybrid
Equity Savings
Moderately High Risk
10.86%
3Y annualised
-0.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹54.92
Min. SIP amount₹100
Rating4
Fund size₹2,614.74Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.3%10.9%8.1%10.0%
Category average2.7%7.6%6.1%NA
Rank with in category435NA
Understand terms

Holdings (84)

NameSectorInstrumentAssets
State Bank of IndiaFinancialEquity5.3%
GOISovereignGOI Sec4.2%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.4%
ICICI Bank Ltd.FinancialEquity3.3%
HDFC Bank Ltd.FinancialEquity3.1%
Titan Company Ltd.Consumer DiscretionaryEquity3.0%
Maruti Suzuki India Ltd.AutomobileEquity3.0%
Housing Development Finance Corporation Ltd.FinancialEquity3.0%
Axis Bank Ltd.FinancialEquity2.3%
Infosys Ltd.TechnologyEquity2.3%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher expense ratio: 1.09%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently top ranked fund

Expense ratio, exit load and tax

Expense ratio: 1.09%

Inclusive of GST

Exit load

For units in excess of 15% of the investment,1% will be charged for redemption within 3 months.

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₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Anil Bamboli
Jan 2013 - Present
View details

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.
Also manages these schemes

Krishan Kumar Daga
Jan 2016 - Present
View details

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.
Also manages these schemes

Arun Agarwal
Aug 2020 - Present
View details

Education
Mr. Agarwal is a B.Com. and Chartered Accountant
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Also manages these schemes

Srinivasan Ramamurthy
Dec 2021 - Present
View details

Education
Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
Also manages these schemes

Priya Ranjan
May 2022 - Present
View details

Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House"-2nd Floor,H.T. Parekh Marg - 165-166, Backbay Reclamation,Churchgate Mumbai 400020
Phone
1800-3010-6767 / 1800-419-7676
Launch Date
10 Dec 1999
E-mail
NA
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,

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