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

HDFC Equity Saving Growth Direct Plan

NAV
₹70.3150
+0.59%
(11 Apr)
AUM
5,460 Cr
TER
0.88%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+9.1%
+7.9%
+6.3%
+5.9%
+5.2%
+4.8%
3Y
+10.8%
+11.3%
+10.7%
+10.9%
+9.8%
+8.1%
5Y
+12.4%
+16.2%
+15.3%
+13.5%
+14.4%
+11.7%
ALL
+9.7%
+9.9%
+9.6%
+10.0%
+10.3%
+7.8%
VOL
4.9%
5.9%
6.4%
5.7%
6.0%
-
TER
0.6%
0.8%
0.6%
0.7%
0.9%
-
AUM
₹569 Cr
₹976 Cr
₹619 Cr
₹8,043 Cr
₹5,460 Cr
-
INFO
1.99
1.67
1.51
1.75
1.73
-
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 28th Feb
Top holdings
Cash Offset For Derivatives
35.8%
HDFC Bank Ltd
8.2%
Future on HDFC Bank Ltd
5.2%
Reliance Industries Ltd
5.0%
ICICI Bank Ltd
4.6%
Treps - Tri-Party Repo
4.5%
Future on Reliance Industries Ltd
3.7%
Infosys Ltd
3.5%
United Spirits Ltd
2.9%
Future on Titan Co Ltd
2.7%
Top industry exposure
Financial Services
20.2%
Consumer Cyclical
10.5%
Energy
6.2%
Technology
5.9%
Industrials
5.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
20%
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
Dhruv Muchhal
Nandita Menezes

FAQs