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

HDFC Equity Savings Direct Plan Growth

Hybrid
Equity Savings
High Risk
12.47%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹52.23
Min. SIP amount₹500
Rating4star
Fund size₹2,468.71 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns30.4%12.5%10.8%10.9%
Category average20.4%8.3%8.2%NA
Rank with in category374NA
Understand termsinfo

Holdings (75)

NameSectorInstrumentAssets
FinancialEquity7.0%
EnergyEquity4.3%
TechnologyEquity4.1%
FinancialEquity3.6%
State Bank of India
FinancialEquity3.5%
FinancialAdditional Tier 1 Bo3.3%
FinancialEquity3.2%
MetalsEquity3.0%
HealthcareEquity2.7%
CommunicationEquity2.4%
See All

Pros and cons

info
Category: Hybrid Equity Savings
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 1.25%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower alpha: -1.35 The fund has generated returns lower than benchmark - Groww Debt Hybrid - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 1.25%

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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