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

HDFC Equity Saving Growth Direct Plan

NAV
₹73.1780
+0.08%
(29 May)
AUM
5,460 Cr
TER
0.88%
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
+11.6%
+11.5%
+11.2%
+8.5%
+8.5%
+8.2%
3Y
+14.4%
+13.2%
+13.7%
+13.9%
+12.5%
+10.7%
5Y
+16.5%
+15.4%
+12.5%
+16.2%
+14.6%
+12.1%
ALL
+10.2%
+12.5%
+10.6%
+9.9%
+10.6%
+8.0%
VOL
5.9%
7.7%
6.4%
6.4%
6.0%
-
TER
0.7%
0.4%
0.7%
0.6%
0.9%
-
AUM
₹1,004 Cr
₹1,402 Cr
₹404 Cr
₹649 Cr
₹5,460 Cr
-
INFO
1.72
1.63
1.67
1.56
1.77
-
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 Mar
Top holdings
HDFC Bank Ltd
8.7%
Reliance Industries Ltd
5.6%
Treps - Tri-Party Repo
5.6%
ICICI Bank Ltd
5.1%
Infosys Ltd
3.3%
Titan Co Ltd
2.7%
7.18% Govt Stock 2033
2.5%
Larsen & Toubro Ltd
2.3%
Sun Pharmaceuticals Industries Ltd
2.3%
Adani Ports & Special Economic Zone Ltd
2.2%
Top industry exposure
Financial Services
22.0%
Consumer Cyclical
8.8%
Energy
7.0%
Industrials
6.2%
Technology
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
24%
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