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

HDFC Equity Saving Growth Direct Plan

NAV
₹70.8180
+0.00%
(31 Oct)
AUM
5,302 Cr
TER
0.92%
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
+25.6%
+20.8%
+19.4%
+18.5%
+16.8%
+15.7%
3Y
+13.4%
+12.2%
+12.1%
+10.8%
+11.2%
+8.9%
5Y
+14.0%
+14.7%
+12.3%
+12.3%
+12.2%
+10.1%
ALL
+10.4%
+10.3%
+10.5%
+10.8%
+10.5%
+8.1%
VOL
6.2%
6.0%
5.7%
6.0%
6.1%
-
TER
0.6%
0.5%
0.7%
0.9%
0.8%
-
AUM
₹478 Cr
₹926 Cr
₹7,644 Cr
₹5,302 Cr
₹594 Cr
-
INFO
1.68
1.73
1.85
1.80
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 31st Aug
Top holdings
Cash Offset For Derivatives
34.2%
Treps - Tri-Party Repo
8.1%
HDFC Bank Ltd
8.1%
Future on HDFC Bank Ltd
5.5%
ICICI Bank Ltd
4.3%
United Spirits Ltd
4.1%
Future on United Spirits Ltd
3.4%
Future on Titan Co Ltd
2.9%
Titan Co Ltd
2.9%
7.18% Govt Stock 2033
2.6%
Top industry exposure
Financial Services
21.6%
Consumer Cyclical
9.4%
Industrials
8.9%
Consumer Defensive
6.5%
Healthcare
4.5%
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