HDFC Equity Saving Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Equity Saving Growth Direct Plan

NAV
₹70.2130
-0.08%
(17 Jan)
AUM
5,580 Cr
TER
0.91%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+20.2%
+13.5%
+11.8%
+9.7%
+9.1%
+8.8%
3Y
+13.3%
+11.2%
+11.5%
+8.2%
+9.8%
+10.5%
5Y
+13.5%
+14.3%
+11.9%
+9.6%
+11.6%
+11.7%
ALL
+10.4%
+10.1%
+10.3%
+7.9%
+10.5%
+10.1%
VOL
6.3%
6.0%
5.7%
-
6.0%
6.0%
TER
0.6%
0.6%
0.6%
-
0.9%
0.8%
AUM
₹646 Cr
₹1,051 Cr
₹8,177 Cr
-
₹5,580 Cr
₹659 Cr
INFO
1.66
1.70
1.82
-
1.76
1.68
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Cash Offset For Derivatives
32.9%
Treps - Tri-Party Repo
9.7%
HDFC Bank Ltd
8.4%
Future on HDFC Bank Ltd
5.4%
ICICI Bank Ltd
4.7%
Infosys Ltd
3.4%
United Spirits Ltd
3.4%
Future on United Spirits Ltd
3.0%
Axis Bank Ltd
2.8%
Reliance Industries Ltd
2.7%
Top industry exposure
Financial Services
21.5%
Consumer Cyclical
10.9%
Technology
6.4%
Consumer Defensive
5.4%
Healthcare
5.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
2094%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Anil Bamboli
Arun Agarwal
Srinivasan Ramamurthy
Nirman Morakhia
Dhruv Muchhal

FAQs