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HDFC Equity Savings Fund IDCW

Hybrid
Equity Savings
Moderately High Risk
11.24%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Jan 2022₹12.32
Min. SIP amountNA
Rating3
Fund size₹2,520.52Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns17.3%11.2%9.6%9.6%
Category average20.4%8.3%8.2%NA
Rank with in category274NA
Understand terms

Holdings (80)

NameSectorInstrumentAssets
FinancialEquity6.8%
FinancialEquity5.4%
TechnologyEquity4.3%
FinancialEquity3.8%
EnergyEquity3.3%
FinancialAdditional Tier 1 Bo3.2%
FinancialEquity2.9%
MetalsEquity2.8%
ServicesEquity2.7%
HealthcareEquity2.7%
See All

Expense ratio, exit load and tax

Expense ratio: 2.18%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Anil Bamboli
Aug 2004 - 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

How to Invest in HDFC Equity Savings Fund IDCW
What kind of returns does HDFC Equity Savings Fund IDCW provide?
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What is the AUM of HDFC Equity Savings Fund IDCW?
How to Redeem HDFC Equity Savings Fund IDCW?
Can I invest in SIP and Lump Sum of HDFC Equity Savings Fund IDCW?
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