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

HDFC Equity Saving Growth Direct Plan

NAV
₹76.5890
+0.21%
(20 Feb)
AUM
5,837 Cr
TER
0.94%
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
+13.2%
+12.5%
+11.0%
+9.9%
+9.1%
+8.3%
3Y
+14.8%
+12.8%
+12.6%
+11.5%
+13.2%
+10.3%
5Y
+12.1%
+10.9%
+11.2%
+10.7%
+11.8%
+8.8%
ALL
+10.0%
+12.1%
+10.2%
+10.3%
+9.9%
+7.6%
VOL
6.3%
7.4%
5.6%
5.8%
5.8%
-
TER
0.7%
0.3%
0.7%
0.9%
0.7%
-
AUM
₹752 Cr
₹1,887 Cr
₹9,619 Cr
₹5,837 Cr
₹1,195 Cr
-
INFO
1.58
1.63
1.80
1.77
1.70
-
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
30.2%
HDFC Bank Ltd
8.3%
Treps - Tri-Party Repo
7.9%
Reliance Industries Ltd
5.7%
Future on HDFC Bank Ltd
5.3%
ICICI Bank Ltd
4.2%
Infosys Ltd
4.2%
Future on Reliance Industries Ltd
3.9%
Future on Titan Co Ltd
3.3%
Titan Co Ltd
3.3%
Top industry exposure
Financial Services
22.5%
Consumer Cyclical
9.3%
Energy
7.8%
Technology
7.2%
Industrials
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
25%
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