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

HDFC Equity Saving Growth Direct Plan

NAV
₹68.8070
-0.59%
(28 Feb)
AUM
5,584 Cr
TER
0.91%
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
+9.2%
+9.2%
+7.2%
+6.3%
+5.1%
+5.1%
3Y
+12.0%
+11.5%
+11.3%
+11.2%
+10.5%
+8.4%
5Y
+14.2%
+12.3%
+12.0%
+11.4%
+11.8%
+9.3%
ALL
+9.9%
+9.7%
+9.9%
+9.9%
+10.3%
+7.8%
VOL
5.9%
6.4%
6.0%
5.7%
6.0%
-
TER
0.8%
0.6%
0.6%
0.7%
0.9%
-
AUM
₹1,067 Cr
₹646 Cr
₹650 Cr
₹8,177 Cr
₹5,584 Cr
-
INFO
1.67
1.52
1.65
1.75
1.72
-
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 31st Jan
Top holdings
Cash Offset For Derivatives
34.2%
HDFC Bank Ltd
7.9%
Treps - Tri-Party Repo
7.8%
Reliance Industries Ltd
5.1%
Future on HDFC Bank Ltd
5.0%
ICICI Bank Ltd
4.6%
Future on Reliance Industries Ltd
3.8%
Infosys Ltd
3.5%
United Spirits Ltd
3.1%
Future on Titan Co Ltd
3.0%
Top industry exposure
Financial Services
19.9%
Consumer Cyclical
11.7%
Energy
6.3%
Technology
5.7%
Industrials
5.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
19%
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