HDFC Equity Savings Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.98 %
Expense Ratio
Rating
4,619
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 18.3% | 11.9% | 12.4% | 10.9% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
1.96
Alpha
1.36
SD
0.33
Beta
0.95
Sharpe
Exit Load
| Exit Load | Upto 15% of the units may be redeemed without any exit load from the date of allotment. 1.00% - If Units are redeemed / switched-out within 1 month from the date of allotment. Nil - If Units are redeemed / switched-out after 1 month from the date of allotment. |
|---|
Fund Objective
The scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity/equity related instrument and debt/money market instruments.
Fund Managers
Anil Bamboli - Fund Manager
Mr Bamboli has over 25 years of experience in Fund Management and Research and Fixed Income dealing. He manages 34 HDFC schemes in the hybrid category with an AUM of ₹66,068 Cr
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 17
-
16.9%Fund Size - 17
-
9.6%Fund Size - 17
-
10.6%Fund Size - 17
-
- Hybrid .
- Equity Savings .
-
- 10,621
-
11%Fund Size - 10,621
-
9.2%Fund Size - 10,621
-
9.1%Fund Size - 10,621
-
- Hybrid .
- Equity Savings .
-
- 127
-
11.4%Fund Size - 127
-
8.4%Fund Size - 127
-
9.2%Fund Size - 127
-
- Hybrid .
- Equity Savings .
-
- 545
-
11.4%Fund Size - 545
-
7.8%Fund Size - 545
-
10.3%Fund Size - 545
-
- Hybrid .
- Equity Savings .
-
- 92
-
10.1%Fund Size - 92
-
7.5%Fund Size - 92
-
8.9%Fund Size - 92
AMC Contact Details
HDFC Mutual Fund
AUM:
6,76,798 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
More Funds from HDFC Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 358
-
11.2%Fund Size - 358
-
14.5%Fund Size - 358
-
14%Fund Size - 358
-
- Debt .
- Fixed Maturity Plans .
-
- 170
-
11.2%Fund Size - 170
-
14.5%Fund Size - 170
-
14%Fund Size - 170
-
- Debt .
- Fixed Maturity Plans .
-
- 640
-
11.2%Fund Size - 640
-
14.5%Fund Size - 640
-
14%Fund Size - 640
-
- Debt .
- Fixed Maturity Plans .
-
- 74
-
11.2%Fund Size - 74
-
14.5%Fund Size - 74
-
14%Fund Size - 74
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in HDFC Equity Savings Fund – Direct Growth ?
You can invest in HDFC Equity Savings Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Equity Savings Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Equity Savings Fund – Direct Growth ?
The NAV of HDFC Equity Savings Fund – Direct Growth is ₹70.1 as of 26 July 2024.
How to redeem HDFC Equity Savings Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Equity Savings Fund – Direct Growth?
The minimum SIP amount of HDFC Equity Savings Fund – Direct Growth is ₹100
What are the top sectors HDFC Equity Savings Fund – Direct Growth has invested in?
The top sectors HDFC Equity Savings Fund – Direct Growth has invested in are
- Debt - 29.51%
- Banks - 18.67%
- Automobiles - 6.8%
- Pharmaceuticals & Biotech - 4.92%
- Beverages - 3.65%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Equity Savings Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of HDFC Equity Savings Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have HDFC Equity Savings Fund – Direct Growth generated ?
The HDFC Equity Savings Fund – Direct Growth has delivered 10.9% since inception
What is the expense ratio of HDFC Equity Savings Fund – Direct Growth ?
The expense ratio of HDFC Equity Savings Fund – Direct Growth is 0.98 % as of 26 July 2024.
What is the AUM of HDFC Equity Savings Fund – Direct Growth?
The AUM of HDFC Equity Savings Fund – Direct Growth is ₹6,76,798 Cr as of 26 July 2024
What are the top stock holdings of HDFC Equity Savings Fund – Direct Growth?
The top stock holdings of HDFC Equity Savings Fund – Direct Growth are
- HDFC Bank - 9.09%
- United Spirits - 3.74%
- ICICI Bank - 3.55%
- Maruti Suzuki - 2.95%
- Titan Company - 2.92%
How can I redeem my investments in HDFC Equity Savings Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.