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

HDFC Equity Saving Growth Direct Plan

NAV
₹70.8210
+0.10%
(27 Dec)
AUM
5,516 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
+24.8%
+18.7%
+14.9%
+13.4%
+11.7%
+11.2%
3Y
+15.1%
+11.9%
+12.8%
+12.7%
+11.3%
+9.4%
5Y
+14.7%
+11.4%
+14.6%
+12.2%
+12.1%
+10.1%
ALL
+10.7%
+11.2%
+10.3%
+10.5%
+10.7%
+8.0%
VOL
6.2%
6.3%
6.0%
5.7%
6.0%
-
TER
0.6%
0.7%
0.6%
0.6%
0.9%
-
AUM
₹583 Cr
₹354 Cr
₹1,005 Cr
₹7,974 Cr
₹5,516 Cr
-
INFO
1.72
1.78
1.72
1.85
1.78
-
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 Oct
Top holdings
Cash Offset For Derivatives
33.4%
HDFC Bank Ltd
8.2%
Treps - Tri-Party Repo
7.5%
Future on HDFC Bank Ltd
5.4%
ICICI Bank Ltd
4.7%
United Spirits Ltd
3.2%
Future on United Spirits Ltd
2.8%
Axis Bank Ltd
2.7%
Future on Titan Co Ltd
2.5%
Titan Co Ltd
2.4%
Top industry exposure
Financial Services
22.2%
Consumer Cyclical
10.6%
Industrials
6.0%
Healthcare
5.5%
Consumer Defensive
5.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
23%
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