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

HDFC Equity Saving Growth Direct Plan

NAV
₹73.8960
+0.04%
(5 Sep)
AUM
5,674 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
+6.7%
+5.3%
+4.1%
+4.0%
+3.8%
+3.8%
3Y
+14.6%
+12.7%
+9.8%
+12.5%
+11.0%
+12.4%
5Y
+14.8%
+14.7%
+10.8%
+12.7%
+13.2%
+11.1%
ALL
+10.2%
+10.1%
+7.9%
+10.2%
+10.4%
+10.3%
VOL
6.3%
5.9%
-
5.7%
5.9%
6.3%
TER
0.7%
0.6%
-
0.7%
0.9%
0.7%
AUM
₹655 Cr
₹1,116 Cr
-
₹8,452 Cr
₹5,674 Cr
₹438 Cr
INFO
1.61
1.71
-
1.80
1.76
1.63
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 Jul
Top holdings
Cash Offset For Derivatives
31.4%
HDFC Bank Ltd
9.2%
Treps - Tri-Party Repo
7.8%
ICICI Bank Ltd
7.2%
Future on HDFC Bank Ltd
5.9%
Reliance Industries Ltd
5.9%
Future on ICICI Bank Ltd
4.1%
Future on Reliance Industries Ltd
4.0%
Sun Pharmaceuticals Industries Ltd
3.2%
Infosys Ltd
3.0%
Top industry exposure
Financial Services
23.8%
Consumer Cyclical
8.5%
Energy
7.3%
Industrials
6.1%
Healthcare
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
27%
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