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HDFC Equity Savings Fund Growth-0.37%

10.51%
1 Year Return
Hybrid
Equity Savings
2.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Equity Savings Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.12%
NAV₹41.72 (21 Jan 2021)
Fund Started17 Sep 2004
Fund Size2,577 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.5%
5.6%
10.3%
9.1%
Category Average
10.5%
5.8%
8.3%
-
Rank Within Category
13
11
1
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.07%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity9.6%
Reliance Industries Ltd.EnergyEquity4.7%
ICICI Bank Ltd.FinancialEquity3.7%
Infosys Ltd.TechnologyEquity3.6%
HDFC Bank Ltd.FinancialEquity3.5%
State Bank of IndiaFinancialEquity3.3%
Punjab National BankFinancialZCB3.0%
Larsen & Toubro Ltd.ConstructionEquity2.9%
Dr. Reddy's Laboratories Ltd.HealthcareEquity2.5%
Canara BankFinancialDebenture2.5%
See All

Fund Managers

Anil Bamboli
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Gopal Agrawal
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Anand Laddha
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Krishan Kumar Daga
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Amar Kalkundrikar
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Chirag Dagli
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HDFC Equity Savings Fund Growth Details

HDFC Equity Savings Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 17 Sep 2004. Anil Bamboli, Vinay Kulkarni, Krishan Daga is the Current Fund Manager of HDFC Equity Savings Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,577 Cr and the Latest NAV as of 21 Jan 2021 is ₹41.72.

The HDFC Equity Savings Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days

Investment Objective

The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days
Exit Load

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About HDFC Mutual Fund

Address
“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Phone
022 6631 6333
Launch Date
30 Jun 2000
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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